Manage Office Settings

Understanding Company Settings

In the top right corner, there is an office icon. Click that to open manage your office settings.

Here any admin can update, view and manage the office settings across your TeamCare account. Let's review each tab:

Team Members

Here is where you can add and manage your team. This page will show you all listed team members filtered by default. You can look for new team members, deactivate and enroll team members from your PMS. You can also view the rose and status of each team member.

Scripts

Here is where you can edit and manage the reactivation scripts used in TeamCare. You'll see a list of the default scripts for you to click into and edit. This will change the scripts for all users across the company.

Company Settings

This is where all of the company settings live. Broken down below:

Company

This is your general settings tab is where you can update your practice information including logo, website and location. In addition, this is also where you:

• Set up Primetime slots

• Manage agency relationships (if applicable)

• View and manage your TeamCare subscription

Analytics

Here is where you:

• Manage Treatment Codes

• Manage settings for leaderboards like financial visibility

• Set standard hygiene pace

• Manage review notifications

Hygiene

Here is where you can configure settings for Hygiene Reactivation including:

• Next follow up settings

• Scripts

• Online booking details

Treatment Plans

The Treatment Plans tab includes all your settings for Treatment Plan presentation and payments, including:

• Checkout requirements

• Ways to pay

• Treatment plan layout settings

• Convenience Fee settings

• Online checkout information (where you connect to Stripe and order supplies)

• Doctor Reactivation settings

Incentives

Here is where you configure settings for your badges and automatic payouts, including:

• Badge settings

• Auto approval settings

• Automatic payout connections