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Practice Analytics
- Huddle - KPIs
- Team KPIs
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Paperless Forms
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Resources

Practice Pulse
Tasks
Automation Workflow
Practice Analytics
- Huddle - KPIs
- Team KPIs
Follow-up CRM
Paperless Forms
Teamio Wiki
Resources

(coming soon) Video 5 – Daily Routines: Bringing it all together – For Team members

Teamio Knowledge Base
Getting Started
(coming soon) Video 5 – Daily Routines: Bringing it all together – For Team members

Knowledge Base

Patient Profile
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
Wiki
Logging In / User Account
- Logging in using your Google Account
- Changing Your Google Account Avatar
Unscheduled Treatment - Best Practices
Overdue Recall - Best Practices
Outstanding Claims Management
Patient Balances
Broken Appointments
Pre-Authorizations
Team Insights
- (coming soon) Team Insights: Viewing team performance over a time period
Team Dashboard
- (coming soon) Team Dashboard: Simplify monitoring of your team’s daily tasks, so you know who is working on what !
Setting up your practice for Accountability & Consistency

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