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
From the left side bar navigation of Analytics, hover over the Dashboards icon and then click on Provider Pulse
Unmapped providers are marked by an orange alert icon next to their name, as well as a red Unmapped Provider dropdown option
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
💡 Tip: Need to add a new user? Click + New Team Member to set up a new Analytics user!
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
From the left side bar navigation of Analytics, hover over the Dashboards icon and then click on Morning Huddle
Navigate to the Today or Tomorrow View
Unmapped providers are marked by an orange alert icon next to their name, as well as a red Unmapped Provider dropdown option
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
💡 Tip: Need to add a new user? Click + New Team Member to set up a new Analytics user!
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
Access Settings by clicking on the gear icon in the upper right hand corner
Click on Team Management from the left side menu
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
Click the blue + Add Team Member button
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
Access Settings by clicking on the gear icon in the upper right hand corner
Click on Team Management from the left side menu
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
Click on the user name that you would like to add/remove ID(s)
Click on the Provider IDs tab
Click the Provider IDs drop down list to select the desired provider ID
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