Settings - Office Roles Dashboards

Assigning a Role When Setting Up a User Account

When assigning a role to an employee, their default page will be the related 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.

For Treatment Coordinator or Hygiene Coordinator roles, an additional menu will display the office providers.

To assign these office roles you will navigate to Settings > Office Roles. 

Assigning Treatment Coordinators

• When a Treatment Coordinator is assigned to a doctor, any automatic task related to unscheduled treatment will be assigned to that Treatment Coordinator if it pertains to a plan from that provider.

Assigning Hygiene Coordinators

• When a Hygiene Coordinator is assigned to a hygienist, any automatic task related to recall will be assigned to that Hygiene Coordinator based on the last hygienist the patient saw.

Default Settings

• The default setting for Treatment and Hygiene Coordinators means that if Practice by Numbers (PbN) cannot map the generated task to a specific provider, the task will be assigned to the Default Hygiene or Treatment Coordinator.