Smile advantage Training Page for DMD Clients
“CORE” Package clients
General overview of the Smile Advantage Dashboard.
In this video, I’ll walk you through the basics of your Smile Advantage dashboard. I’ll show you how to navigate the homepage, where to find key metrics about your membership program, and how to stay on top of things like upcoming renewals, expired memberships, and action items like missing or expired payment methods. I’ll also give you a quick look at the activity log, member search, and other tools you’ll use every day. This is the first video in our training series, so stick around for more in-depth walkthroughs coming up next!
Adding a New Member/Patient
In this 9:00 video, I walk you through the process of adding a new membership to our platform. We’re currently migrating existing patients, and I want to ensure you know how to add new patients from scratch. I demonstrate how to input patient information, select membership plans, and handle payments, including enrollment fees. Please make sure to follow along and implement these steps in your practice management software.
Renewing an Expired Member
In this video, I walk you through how to renew a dental membership in the Smile Advantage platform—whether it’s an auto-renewing or one-time annual plan. I’ll show you how to manage expired memberships, adjust renewal dates, apply lapse fees if needed, and process payments, giving you full flexibility based on how your practice operates and your relationship with each patient.
Overview of The Patient Screen
In this video, I walk you through the patient membership management screen, highlighting key features like updating membership plans and payment methods. I demonstrate how to adjust renewal dates and manage payment failures, ensuring you have the flexibility needed for patient care. Please make sure to familiarize yourself with these functionalities, as they are essential for our practice. I encourage you to reach out if you have any questions or need further clarification.
PRO Package Training VIdeos
for PMS connected packages
Adding or Syncing Patients from PMS
In this video, I walk you through the integration of our Pro package’s Practice Management Software (PMS). I cover how to add new patients, sync their records, and link unlinked patients effectively. It’s crucial to ensure that your patient data is accurately connected, so I also explain how to verify and relink patients if necessary. Please make sure to follow along and take notes, as this will help streamline your onboarding process.
Posting a Payment
In this video, I walk you through the process of posting payments to your practice management software ledger using our Pro Package. I explain how to link patients and post transactions, including a new feature for auto-posting payments. I also highlight the importance of checking transaction history to ensure everything is recorded correctly. Please make sure to review the steps and let me know if you have any questions!
Collecting a Card
In this video, I will walk you through how to use the “Click to Update” email and SMS features to remotely gather and save payment information—perfect for expired cards, imported patients, or anyone not in the office. Stay compliant, secure, and ready to charge when needed!
Sync missing Pt. data to the profile from PMS
In this video, I walk you through an important feature for syncing patient or membership records with your Practice Management Software (PMS). When you’re linking or relinking a patient, don’t forget to check the box that says “Update Member’s Profile by Syncing the Selected Patient.” This pulls key info like date of birth and address directly from your PMS, making sure the profile in Smile Advantage stays accurate. It’s especially useful if you’re switching from another system or importing incomplete data. I’ll show you how to verify and sync the right information so your records stay clean and consistent.