Getting Started
- Video 1 – Using Overdue Recall System with Teamio to build your Hygiene Schedule
- Video 2 – Making a Follow-up Attempt on an Overdue Recall Patient
- (coming soon) Video 3 – Using Unscheduled Treatment System with Teamio to bring patients back who need treatment
- (coming soon) Video 4 – Managing Outstanding Claims with Teamio
- (coming soon) Video 5 – Daily Routines: Bringing it all together – For Team members
- (coming soon) Video 6 – Daily Routines: Bringing it all together – for Managers / Owners
Unscheduled Treatment – Best Practices
- Understanding the Unscheduled Treatment “Master List” screen
- Using Filters for looking up Patients that fit a specific criteria
- Working with Lists: Creating Custom Lists
- (coming soon) Working with Lists: Viewing a Custom List
- (coming soon) Working with Lists: Adding to a List of Unscheduled Treatment
- (coming soon) Making a follow up attempt on a patient with pending treatment
- (coming soon) Unscheduled Treatment Logic and Automation
Setting up your practice for Accountability & Consistency
- (coming soon) Accountability: Assigning Employees to Tasks
- (coming soon) Goals: How to set goals for your Team
- (coming soon) Setting up Follow-up Rules & Frequency
- (coming soon) Mapping Follow-up Statuses: Logic & Automation
- (coming soon) Setting up Custom Claim Tracking Statuses within OpenDental
- (coming soon) How to add more Statuses from OpenDental to be used in Teamio Follow-ups