Analytics: How to Map Provider ID's

Learn how to connect a provider ID to a user profile in Dental Intelligence to better track performance

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

In Analytics, we've made it easy to categorize and track data by provider using Provider Mapping, a feature that links provider codes from your practice management software to an Analytics user profile. When connected, Dental Intelligence is able to pull the data and automatically categorize it to the user profile and compare the goals that have been set in Analytics provider settings.

When accessing the Provider Pulse or Morning Huddle (Today/Tomorrow View) in your Dental Intelligence dashboard, you might notice an alert icon next to a user's name along with a label that says "Unmapped Provider." This occurs when there is an existing provider ID that has data associated with it in your practice management software (the ID could be attached to appointments with production, case diagnostic or acceptance etc.), but the ID is not connected to an Analytics user profile.

Don't worry! This is a quick fix. You can map providers ID's for existing users directly from the Provider Pulse or Morning Huddle (Today/Tomorrow View), as well during initial setup for new users. Follow the steps below to learn how to make sure that all of your providers are mapped in Analytics!


Existing Unmapped Users

Map a Provider ID from the Provider Pulse

  1. From the left side bar navigation of Analytics, hover over the Dashboards icon and then click on Provider Pulse

  2. Unmapped providers are marked by an orange alert icon next to their name, as well as a red Unmapped Provider dropdown option

  3. To link the provider to an Analytics user, click on the Unmapped Provider dropdown and use the search bar or scroll to locate the desired provider. Click on the user name to map them in Analytics

    πŸ’‘ Tip: Need to add a new user? Click + New Team Member to set up a new Analytics user!

  4. Dental Intelligence will automatically save the changes and your Provider Pulse dashboard will refresh. Hover over the tool tip icon next to the user's name to see the newly mapped provider

Map a Provider ID from the Morning Huddle

  1. From the left side bar navigation of Analytics, hover over the Dashboards icon and then click on Morning Huddle

  2. Navigate to the Today or Tomorrow View

  3. Unmapped providers are marked by an orange alert icon next to their name, as well as a red Unmapped Provider dropdown option

  4. To link the provider to an Analytics user, click on the Unmapped Provider dropdown and use the search bar or scroll to locate the desired provider. Click on the user name to map them in Analytics

    πŸ’‘ Tip: Need to add a new user? Click + New Team Member to set up a new Analytics user!
    ​

  5. Dental Intelligence will automatically save the changes and your Morning Huddle dashboard will refresh. Hover over the tool tip icon next to the user's name to see the newly mapped provider


New Users: Add a Provider ID During Account Setup

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

  2. Click on Team Management from the left side menu

    1. Note: If this is not an option for you, this means you do not have permissions granted to access this feature. An admin team member can grant you access to this by following the steps in this article

  3. Click the blue + Add Team Member button

  4. Follow the prompts to enter all of the requested new user information. When you reach the Add Provider IDs section, click on the dropdown list to select the providers that you would like to associate with this new user. When finished, click Send Invite

Click here to learn more about how to create a new user in Analytics.


Existing Mapped Users: Add/Remove a Provider ID in Team Management

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

  2. Click on Team Management from the left side menu

    1. Note: If this is not an option for you, this means you do not have permissions granted to access this feature. An admin team member can grant you access to this by following the steps in this article

  3. Click on the user name that you would like to add/remove ID(s)

  4. Click on the Provider IDs tab

  5. Click the Provider IDs drop down list to select the desired provider ID

  6. After selecting the provider ID(s), Analytics automatically saves the changes. Return to the Provider Pulse and refresh the page to view the newly categorized data

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