| | We're super excited to announce the release of Automated Email Reports! We've also been heads-down building our very own Treatment Presenter, and it's big!
Scroll towards the bottom of the email to see a few highlights of what makes it different.
Ok, onto the Email Reports! Your practice metrics, delivered.Daily, weekly, and monthly reports with AI‑powered insights — straight to your inbox.
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Email Reports delivers a comprehensive performance summary on the schedule you choose — daily, weekly, monthly, or all three.
Each email includes prioritized AI insights that don’t just show you the numbers — they tell you what to act on first.
📊 The Full Picture The full report, attached.Each email includes a detailed PDF: KPI cards with goal tracking, full Collections Summary (Insurance Checks vs EFT, credit cards, financing — broken out the way Open Dental shows it), Production by Provider, Adjustments Summary — everything front desk and ownership want to see.
| | | ✨ AI Insights Insights, not just data.Every report includes 5 prioritized insights generated by Claude — connecting metrics together to surface what actually needs attention. Behind on production? Acceptance rate slipping? Schedule gap next week? You see it before you have to look for it. | | | |
✅ Treatment Trends See your acceptance gap, close it.Three months of diagnosed treatment vs accepted, side-by-side, broken down by procedure code or category — D4341, fillings, crown & bridge, anything you want to track. Find the gap, focus the conversation, win the case.
| | And there’s more inside.📅Three frequencies, fully independent. Daily, weekly, and monthly. Pick any combination, configure each separately.
⚡Smart delivery. Daily reports only fire on days you saw patients. Weekly and monthly fire on the actual last working day of the period.
👥Send to anyone, anywhere. Pick recipients from your team, or add alternate emails for your accountant, consultant, or business partner.
📞Optional sections Treatment Acceptance trends. Team Follow-ups (Overdue Recall, Unscheduled Treatment, Outstanding Claims). Next 2 Weeks Scheduled with goal tracking. Turn on what you need, leave the rest off.
🏢Multi-clinic ready. Each office gets its own report scoped to its own data, automatically.
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Other tools on the market charge $149 to $249 a month just for email reports with analytics.
We started Teamio to provide the best tools for practice growth at a reasonable price, not to charge extra for every feature.
That belief shapes everything we ship, and this release is no different!
Cost for Teamio's Customized Email Reports: $ 0
Email Reports is included in every Teamio plan, starting today!
| Set it up in 2 minutes.Pick your frequencies, choose your sections, add your recipients. First report arrives the next time you see patients. | Open Settings > Email Reports |
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Coming Soon for Email Reports
| | | | 🦷 Treatment Presenter (Coming Soon) Built for the team, not just the patient — your Treatment Coordinators get a dedicated workspace to customize plans on the fly: drag to reorder, hide irrelevant procedures, attach alternatives, edit financials per patient. No more wrestling with how Open Dental presents what you've planned. Three patient views, one click — switch between Itemized, Phase Journey, and Arch & Region layouts mid-conversation depending on what's resonating. Patients absorb information differently — give them the lens that lands. Alternatives, side by side — present a Bridge next to an Implant, or a Crown next to a Veneer, with both options visible together. Patients make better decisions when they see the trade-offs, not just one path. Plain-English procedure descriptions, automatically — AI rewrites every CDT code into language an 8th-grader understands. "All-ceramic crown D2740" becomes "a tooth-colored cap that protects your tooth". You can edit any of them — the team override is one click away. Chairside Present Mode — full-screen presentation built for the operatory tablet, with a floating control tray your TC drives without ever interrupting the conversation. Patients sign anywhere — at the office, at home, on their phone. Signed PDF lands directly in your Open Dental imaging panel automatically.
The conversation doesn't end when they leave the chair.
Big treatment plans rarely get accepted on the spot — patients want to talk it over with their spouse, sleep on it, weigh the financial commitment.
With Teamio's Treatment Presenter that conversation continues at home, on their phone, on their schedule.
Patients can revisit their plan from anywhere, share it with a loved one, and leave questions or comments directly on the plan itself — right next to the procedures and pricing they're asking about.
Your office gets notified the moment a patient comments, so the doctor or Treatment Coordinator can reply from the same thread — no phone tag, no missed voicemails, no losing the context you carefully built in the operatory.
Patients see the response on their phone within minutes.
When they're ready to commit, sign, or ask one more question, you're already in the conversation — not chasing it a week later when the lead has gone cold.
That's how you close more 5- and 6-figure treatment plans: by being present in the decision, not just the diagnosis. | |
p.s. Don't forget to do a hard-refresh (Ctrl+Shift+R on Windows, Cmd+Shift+R on Mac) to load the latest version.
p.s.s If you're not using Teamio yet, and are looking to streamline your operations and put systems in place that drive ACTUAL RESULTS - schedule a one-on-one call to get an in-depth look at how our Open Dental offices are utilizing Teamio! | | |
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