Hey guys!
I have a question for you and I'm looking for some feedback!
Are you adding your team members (non-providers) on to the schedule in OpenDental?
We're working out some logic in our platform where if a task (whether it's a custom task or an automated follow-up call) is assigned to a team member on a certain due date - what happens if that due date falls on a date when the employee is not scheduled to be in the office?
For follow-up calls that need to be made for patients, you can have automation and logic rules set up in our platform to determine when a patient is to be followed up with again.
If this follow-up date falls on a date when your office is closed, or if the employee assigned to the follow-up call is not scheduled to be in the office - then the follow-up date will automatically be adjusted to the next working day when the employee will be in the office.
This way the team member sees their tasks to be completed for that day, instead of tasks being carried over from not being completed, simply because they weren't in office.
So what I'm trying to get an idea of is how many of you are actually adding employees on to the schedule?
If you're not adding employees onto the OpenDental schedule, then there are two options: 1) Start adding employees onto the OpenDental schedule 2) Not use OpenDental, and use our platform to set up employees working days
Since we're tightly integrated with OpenDental, preferred way is to use OpenDental for keeping employees on schedule.
I'd assume it's easier for everyone since we already have providers on our schedules in OpenDental.
But I would really appreciate your opinion and let me know what you think!
Thank you so much for your time.
Have a great weekend! |
