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Operations platform to supercharge your team

Teamio helps YOU, the practice owners, create accountability among team members and bring consistency into your day-to-day operation workflows - leaving you more time to work ON your practice rather than IN the practice.

Click here to go to the Original Thread on the Open Dental Users Facebook Group

The Problem

Your practice is “busy”, but not really productive due to lack of systems

You've fallen behind on following up with unpaid claims.

Your hygiene schedule has holes because your overdue recall list hasn't been worked on.

You don't know if your team is doing what they're supposed to do when you're busy with patients all day.

The Solution

See what the rest of the team is working on and what’s getting done

Dental Admin Dashboard for Team Accountability

Simplify monitoring of your team’s daily tasks, so you know who is working on what !

Power is in the Follow Up Calls !

Whether it's for Overdue Recall, the Unscheduled List - KNOW what's happening with each follow up call.

Stay ORGANIZED so that everyone knows who called who, when, and when to follow up again

See if your team is meeting their DAILY GOALS for follow ups.

Insurance related tasks

Keep your Outstanding Insurance Claims in check: track WHO is following up on the claims and status updates and enforce further action if needed

Assign Insurance verifications to specific team members & track how many verifications you're doing over a period of time

Received Preauthorizations - Don't let $$$ sit in your charts, follow ups are automatically created for your team to schedule these patients.

Aging (Money owed to your office)

Keep a close eye on your collections: See who still owes money to the practice, and who's following up with them

Hold your team accountable: Since calls are assigned as tasks, they know the work has to get done

Follow up consistency: When patients don't respond, follow up action is automatically enforced for your team, so things don't fall through the cracks

The Problem

As your team grows, so does the pain of managing them.

With gazillion jobs to be done, there's often feeling of overwhelm and finger pointing.

As the Practice Owner, you feel as if you're constantly looking over your team's shoulders

The day-to-day operations are REACTIVE instead of PROACTIVE - you're spending more time putting out fires

The Solution

Turn chaos into Automated Accountability

Create and assign checklists for your team members to work on a daily, weekly, monthly, or yearly basis.

Set frequency for individual checklists

Assign to multiple team members for sharing

Use your existing training documents to go along with your checklists

Dental Practice Team member Checklists

Decide WHO is reponsible for WHAT in your office

Set responsibilities according to their role in the office.

Allow your team members access to appropiate training materials / Assets (PDFs, Word Docs, Videos, etc.)

Team accountability in Dental practice

The Problem

Your day-to-day workflows lack CONSISTENCY

You've created your daily, weekly, and monthly to-do lists for your team on paper, Excel or on your favorite Task Management app, but you realize that having things checked-off just isn't enough.

You have documented systems in place for your team on Unscheduled Treatment Follow Ups, but have NO WAY to see if your team is actually following it consistently.

You feel the automated texting protocols leave too much on the table, and your phone follow ups lack consistency - because there are patients on your Overdue Recall List who haven't been called in eight months.

The Solution

Create and enforce CONSISTENCY in your workflows

Select Status based on outcome of the phone call

Enforce Follow Up Action Plan so your team knows when to call back

Automate Task Creation - so you don't leave it on your team to manually create reminders to call patients back

Dental Broken Appointment Follow Up
Broken Appointment Follow up Task

. . . bring CONSISTENCY into your Collections / Aging Workflows

Outstanding Claims Follow up

Turn reports from your Scheduling Software into tasks for your Insurance Coordinator!

Dental Office Outstanding Claims Workflows

Don’t let your team forget to follow up on claims still not paid after following up once or twice… set your own follow up frequency

The Problem

You’re using generic stand alone to-do / task management apps with NO integration with YOUR scheduling software

Tons of to-do Apps out there, bloated with features you don't even use

Your existing apps lack flexibility for what you need for a DENTAL PRACTICE

You're still switching back and forth between your Scheduling Software and the other apps

The Solution

Power of Task Management + Patient Data

Keep your team in on the conversations by tagging them

Instantly tag patients to your Tasks via Smart Search

Add Contextual Data to your tasks via seamless integration with your Scheduling Software

Take quick actions on your tasks

Dental task management and patient data

Automate your repetitive work and SAVE TIME

Based on triggers and rules set up by your office, automate creation of tasks for your team to immediately take action

Dental Office Broken Appointment Follow-up List

Automate follow-ups with Patients

Instead of your scheduler manually creating a reminder, auto-create a task for them to follow up with the patient on a set time. This way you can prevent patients falling through the cracks.

When your Insurance Coordinator marks a Pre-Authorization as received on your schedule, you can automate execution of multiple actions such as: creation of a task for your team to follow up with this patient, patient receiving a text to call the office to schedule, etc.

Get your Team’s attention to important events with Smart Notifications

Set up rules to alert the right people on your team

As soon as your scheduler breaks a patient appointment on your scheduling software, an alert is generated prompting immediate action.

Automation works around the clock, so tasks are created on autopilot for your team to work on.

Smart Notifications

Let our automation help you run on autopilot for the following repetitive tasks

Broken Appointment workflow

Insurance Pre-authorization workflow

New Patient Appointments

Premedication reminders

Post-operative follow-ups

Team insights at a glance

Monitor your team easily, so you can take data driven decisions

Dental Office Overdue Recall Report

Monitor your Team’s efforts against DAILY GOALS!

Monitoring on a daily basis is important, but measuring team performance over time helps you provide better insights to your team

Weekly Overview

Weekly Overdue Recall Report
Weekly Overdue Recall Patients Called vs Scheduled

Breakdown by a team member doing the calls

Know WHOSE outgoing follow-up calls turn into scheduled appointments – so you can assign the person with the highest percentage to do the calls on a regular basis

Monthly breakdown

Monthly Overdue Recall Patients Called vs Scheduled
Monthly Overdue Recall Follow-up Report

KNOW EXACTLY how your scheduler is performing when it comes to outgoing follow-up calls.

Don’t make BLIND decisions – find out WHERE your team needs improvement based on real data!

What are the early-adopter perks?

Not 7 days, not a month. But 3 months.

 

We feel this time frame is necessary to help you decide if our platform is the right fit for you.

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