Understanding Data Search Dashboards

Last updated: October 20, 2025

Analysis and Data Search in TeamCare

TeamCare offers powerful tools for searching, analyzing, and reporting on your practice data. Within the Analysis Tab on your Dashboard Home, you can explore your data through Data Search, Reports, and Patient Value dashboards. These tools provide insight into appointments, procedures, financials, hygiene reactivations, emails, and patient activity.

1. Data Search

The Data Search section lets you quickly locate and filter specific information across your practice. You can export or download the results for further analysis. Key categories include:

Appointments

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  • Search by status, date range, patient name, and more.

  • Pull up individual appointments or lists for export.

Procedures

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  • Filter by provider, code, procedure family, or cost.

  • Generate itemized reports for any date range.

Ledgers

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  • Search by type, provider, patient, or date.

  • View patient name, amount, provider, and transaction details.

Patients

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  • Filter by name, status, age, treatments, or insurance.

  • Focus on specific groups, like primetime appointments or unscheduled patients.

2. Analysis Reports

The Reports section provides detailed insights into your practice’s performance.

Analysis Report

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  • Comprehensive breakdown of production, insurance collection, and more.

  • Filter by practice, doctor, or hygiene, then export data as needed.

Accounts Receivable Report

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  • Displays current balances, date ranges, and totals.

  • Includes detailed information on patient counts and balances.

Hygiene Reactivations Dashboard

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  • Overview of hygiene reactivation activity.

  • Tracks patient outreach attempts and helps teams follow up to reschedule appointments.

Emails Dashboard

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Access reports for emails sent via TeamCare, including:

  • Hygiene

  • Goals

  • Financial

  • Treatment Plans

  • Reactivation (Hygiene & Doctor)

3. Patient Value Dashboards

These dashboards track the contribution and activity of your patients over time.

New Patient Dashboard

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  • Shows new patient details for a selected period.

  • Includes number of patients, attended production, total production, and a table view of individual appointments.

Reactivation Attended Dashboard

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  • Tracks patients who were reactivated through outreach and have since attended appointments.

  • Filter by date range to evaluate reactivation success and follow-up effectiveness.

In short:

TeamCare’s Analysis and Data Search tools give your practice full visibility into operational, financial, and patient data. By leveraging these dashboards, you can monitor performance, identify trends, optimize workflows, and make data-driven decisions to improve patient care and practice efficiency.