In dentistry, treatment acceptance is rarely the result of one person’s effort—it usually reflects positive interactions with several team members.
The Treatment Teams function in Analytics tracks case acceptance performance by groups of providers working together. Treatment Teams are built from providers with codes walked out on the ledger (not from providers attached to the appointment). You can then view each team’s case acceptance performance in Case metrics within 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.
Access Settings by clicking on the gear icon in the upper right corner
Click on Team Management from the left side menu
Search for users by name in the search bar or click on a name to open their user profile
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)
Next, click on the Provider IDs tab
Click on the Provider IDs dropdown to select/deselect IDs to associate with the Analytics user
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 can be done from the Morning Huddle or Schedule Analysis Day View. Follow the steps below to set up Treatment Teams.
Click on Morning Huddle (or Schedule Analysis) in the lefthand menu
Click on the Show Treatment Teams button from the left side menu
From the available columns, select the assigned dentist, hygienist/assistant, and treatment coordinator
Once you've selected the providers, click the Confirm Team button so it solidifies your selection for that patient
The View Treatment Plan link beneath patient names shows for patients who had treatment options offered to them and which procedures were presented
Click on the Show Confirmed button to view teams that have been set
Note: You can set up Analytics to automatically track different teams in your practice management software. Click here to learn how.