Daily, weekly, and monthly routines can make everything run smoother, saving your practice time and hassle. With clear workflows in place, your team can give patients top-notch care without missing a beat. Plus, it keeps everyone on the same page, making the day go by with fewer hiccups and more smiles.
In this guide, we'll go through the the Dental Intelligence workflows that we recommend to ensure you're getting the most out of our solutions!
Daily Workflows
Analytics
Recommended Action | Resources |
Review the Morning Huddle | |
Attempt open Follow Up Tasks due today |
Engagement
Recommended Action | Resources |
Pull a list of patients coming in today on the Patients dashboard | |
Check the LiveOps schedule for any last minute openings | |
Review the Eligibility dashboard to check patient insurance | |
Submit claims in the DI Insurance portal | |
Keep up with patient messages in Patient Chat | |
Message team members using Team Chat on the mobile app | |
Review deposits in the Payments dashboard |
Weekly Workflows
Analytics
Recommended Action | Resources |
Review reports | |
Review Follow Up Task results | |
Check in with providers/hygienists about stats in the Provider Pulse | |
Review the Performance Board and Collections Board | |
Use the Morning Huddle Suggested Patients List to fill any schedule openings |
Engagement
Recommended Action | Resources |
Monitor the Action Items dashboard in Engagement Online Scheduling | |
Send bulk payment requests to patients with outstanding balances | |
Use bulk messaging to fill any last minute openings on your schedule |
Monthly Workflows
Analytics
Recommended Action | Resources |
Review the Claims Aging metric on the Collections Board | |
Review the Performance Board and Provider Pulse to check goals performance | |
Review provider/procedure codes Scorecards |
Engagement
Recommended Action | Resources |
Send out a monthly email campaign/newsletter |