Teamio Product Updates

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Subject: Teamio Product Updates

Hello everyone,

We've released more product updates to Teamio!

👉 Practice Pulse Updates

When a patient checks in you can see if a patient has attached Ortho insurance benefits on file in Open Dental.

How does this help?

Everyone in the office involved in the case acceptance process of ortho cases - from the front desk personnel to the clinical team - is aware this patient has ortho benefits.

So if you're doing intra-oral scans for your new patients or recall patients to discuss Clear Aligner treatment - with a quick glance at the screen, everyone knows this patient has some ortho benefits, which may help the patient move forward with their ortho treatment.

It helps when everyone is looking at information that is real-time and in sync with all the screens.

Customize categories for your route-slip with Auto Notes - Check-out Panel

Set up your categories and subcategories and corresponding auto notes from Practice Pulse Settings.

Now these will show up whenever a patient is being checked-out from the Practice Pulse Check-out Panel.

Added a way for customizing Operatories on the fly including renaming of the existing operatories

Even if you don't have the ops created on Open Dental, you can add/delete ops on the fly.

You can also rename the ops to whatever you want.

👉 Automation Workflow Updates

For Appointment Completed trigger, now you can auto assign a task to a team member who marked the appointment completed on Open Dental.

Why was this implemented?

One of our existing client offices had a workflow where a task on Teamio is assigned automatically when an appointment is completed on Open dental with a certain CDT code.

Instead of assigning the task to the same employee each time - they wanted a way to assign the task to the person who marked the appointment completed on Open Dental.

We thought it was a great idea and would be useful to other offices, so we got to work and got it done.

p.s. don't forget to do a hard-refresh by doing the following (everyone on the team should do this) to make sure you're looking at our latest update:

1) Log out, then

2) On the log in screen,

- Hold down Ctrl (Control) + Shift + R, Or
- Hold down Ctrl (Control) + Shift + click the Reload button.

3) Log in

Talk soon,

Nilay Shah, DDS

Founder | Teamio.app

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Subject: Teamio Product Updates