Role Assignment and Dashboard Access
When you assign a role to an employee, their default page will be the corresponding dashboard in the Role-Based section.
If they are set up as Restricted Staff, they will not have access to any other Role-Based pages.
An additional menu will display the office providers for streamlined task assignment for users in the Treatment Coordinator or Hygiene Coordinator roles.
How to Assign Office Roles
Navigate to Settings > Office Roles to begin assigning roles.
Assigning Treatment Coordinators
When a Treatment Coordinator is linked to a doctor, any automatic tasks related to unscheduled treatments from that provider's treatment plans will be assigned to the Treatment Coordinator.
Assigning Hygiene Coordinators
When a Hygiene Coordinator is linked to a hygienist, any automatic tasks related to recalls will be assigned to that Hygiene Coordinator. This assignment is based on the last hygienist the patient visited.
Default Settings for Coordinators
If Practice by Numbers (PbN) cannot associate a generated task with a specific provider, the task will default to the Hygiene Coordinator or Treatment Coordinator, depending on the task type.
