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Analytics: Understanding and Using Treatment Teams
Analytics: Understanding and Using 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.

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. Please review the follow screenshot:

  1. Treatment Teams is found inside Settings

  2. The date range selector

  3. The name of the patient seen

  4. The View Treatment Plan button shows for all the patients who had TX shown to them, it displays what procedures were presented to them.

  5. This is where you select the dentist who helped present treatment.

  6. This is where you select the hygienist/assistant who helped present treatment.

  7. This is where you select the treatment coordinator who helped present treatment.

  8. Once you've selected the providers, hit Confirm Team so it solidifies your selection for that patient.

Note: It is possible to set up Analytics to automatically track different teams. Click here to learn how.

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