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 Analytics Workflows
Recommended Action | Resources |
Review the Morning Huddle | |
Attempt open Follow Up Tasks due today |
Weekly Analytics Workflows
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 |
Monthly Analytics Workflows
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 |