Simplifying Case Acceptance Tracking

Last updated: February 26, 2026

Simplifying Case Acceptance Tracking with TeamCare

TeamCare’s Front Desk: Day Sheet & Aftercare tools make tracking case acceptance trends effortless, including Treatment Plan Statistics.

A great patient experience is a team effort, not just the work of the doctor, coordinator, or hygienist. TeamCare ensures smooth collaboration when managing treatment plans, helping every team member contribute to the overall success of the practice.

Created via Appointment from PMS

Day Sheets & Aftercare prompt staff actions for each patient appointment. When a treatment plan is added through your PMS, it’s automatically synced across all relevant roles:

  • Doctor – Linked via the PMS appointment & treatments.

  • Hygienist – Linked via the PMS appointment & treatments.

  • Front Desk – The user who initiates the treatment plan.

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One Input Applies to All Parties

This streamlined process saves time and ensures efficiency! When a treatment plan is created, the associated statistics are automatically attributed to the relevant team members. Below is an example showing how treatment plans are attributed to a hygienist’s activities.

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TeamCare makes case acceptance tracking simple and collaborative, ensuring that all team members are aligned in delivering the best patient experience and contributing to practice success.