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

In order to track Treatment Teams inside of Analytics, you need tell the system who worked with who with each individual patient. 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. Click here to learn how.

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