Dental Intelligence has automated Treatment Teams to include your Treatment Coordinators in your Case metrics. Learn how to enable this here.
When you first start using Treatment Coordinators in the Case metrics within Provider Pulse, you may sometimes see a coordinator listed as “non-production.”
If you click to expand the Treatment Teams under that provider, you’ll see which patients are showing as "non-production". In these cases, the treatment team details will show no providers selected.
This happens when Dental Intelligence detects that the Treatment Coordinator is the only user with production linked to those appointments. Most often, this is caused by a doctor or hygienist’s Provider ID in your practice management software (Dentrix, Eaglesoft, Open Dental) not being connected to their Dental Intelligence user. Making sure practice users are set up correctly usually resolves the issue.
In situations where a Treatment Coordinator is truly the only person completing procedures on a patient’s ledger for the day, you can use the Treatment Team tracker to manually assign treatment teams so the data displays correctly in Provider Pulse.