Analytics: Treatment Teams

This article will discuss the functions of the Treatment Teams settings found in Analytics

Sam Miller avatar
Written by Sam Miller
Updated over a week ago

Within the dental industry, it is commonly understood and agreed upon that when patients accept treatment that has been presented to them it wasn’t the result of one person’s efforts. Most of the time, when a patient accepts treatment, it is because they had positive interactions with a few different people at the practice, leading them to accept the proposed treatment.

Because of this, Analytics has designed the Treatment Teams function! It is intended to show the case acceptance performance of different “teams” of people in the practice working to get patients to accept the treatment they have presented to them. The Treatment Team that is automatically added after syncing is based off of what providers had codes walked out on the ledger. It is not based on what providers are attached to the appointment. From there, you can view the case acceptance performance of different Treatment Teams on the Case metrics in the Provider Pulse.

Watch this video to learn more:

Set Up Treatment Teams

First, review user roles and map provider ID's

Before you can successfully set up your Treatment Teams, ensure that all Analytics users have been assigned an applicable role in order to be added to a Treatment Team. It's also a good idea to map any unmapped provider ID's for most accurate tracking.

  1. Access Settings by clicking on the gear icon in the upper right corner

  2. Click on Team Management from the left side menu

  3. Search for users by name in the search bar or click on a name to open their user profile

  4. From the Select Applicable Roles dropdown on the Profile tab, be sure to select the Treatment Teams roles that apply for this individual (Dentist, Hygienist/Assistant, or Treatment Coordinator)

  5. Next, click on the Provider IDs tab

  6. Click on the Provider IDs dropdown to select/deselect IDs to associate with the Analytics user

  7. Changes will be automatically applied and saved to the user profile

Next, confirm your teams

Now that your user roles have been configured, you need tell the system who worked with who during each patient visit. This is done in Settings within Analytics. Follow the steps below to set up Treatment Teams.

  1. Access Settings by clicking on the gear icon in the upper right corner

  2. Click on Treatment Teams from the left side menu

  3. Adjust the date by clicking on the blue Calendar button to filter patients by date

  4. The filtered list populated shows patients scheduled for the selected time frame

  5. The View Treatment Plan link beneath patient names shows for patients who had tx options offered to them and which procedures were presented

  6. From the available columns, select the assigned dentist, hygienist/assistant, and treatment coordinator

  7. Once you've selected the providers, click the Confirm Team button so it solidifies your selection for that patient

Note: You can set up Analytics to automatically track different teams in your practice management software. Click here to learn how.

Additional Resources

Did this answer your question?