This article covers the automated path for tracking Treatment Coordinators and Assistants in your case metrics. By mapping provider IDs to all Analytics users on the team and adding $0 procedure codes to your PMS ledger, Dental Intelligence can automatically assign Treatment Teams per patient visit.
Before following these steps, confirm that each coordinator or assistant has already been assigned the correct user role and has a Provider ID mapped in their Dental Intelligence user account. If you haven't completed that setup yet, start with the article linked below.
Click here to learn how to set up Treatment Teams in Analytics.
Set up a Treatment Coordinator in Your PMS
Add $0 Procedures in your practice management system. Many practices create one with the "ADA" code of AT.DI and one with the "ADA" code of TX.DI, the former for Assistants and the latter for Tx Coordinators. If you prefer, you can use only one code
Map the TX Coordinator and/or Assistants Provider IDs to a user account in Analytics (See our how to map provider IDs article)
Add a Treatment Coordinator or Assistant to Treatment Tracker Automatically (2 codes)
Adding the Treatment Coordinator: When you are walking out any patient that the TX Coordinator saw that day simply add the $0 'TX' ADA code to the ledger and make sure the provider ID we created for that TX Coordinator is on that procedure.
Adding the Assistant: When you are walking out any patient that the Assistant saw that day simply add the $0 'ASST' ADA code to the ledger and make sure the provider ID we created for that Assistant is on that procedure.
Add a Treatment Coordinator or Assistant to Treatment Tracker Automatically (1 code)
When walking out a patient that any of your Tx Coordinators/Assistants saw, add the $0 code you created in step 2 to the ledger, with the new provider ID from step 1 as the provider.
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