Treatment Coordinator Editor

Use the Treatment Coordinator editor to assign treatment coordinators to your offices, and provide individual contact details for those coordinators. This provides you with a way to track patient starts and other data by TC, as well as providing your patients with email addresses and phone numbers for contacting their coordinator personally.

Create Operator Accounts

Only people with an Edge Cloud Operator account can be Treatment Coordinators in your practice. See "Operator Editor" for details about creating these accounts.

Open the Treatment Coordinators Editor

Select Editors from the Tools section of the Home ribbon bar. Then, from the Practice section, open the Treatment Coordinator editor. (You can also use the Search field to look for the editor you want to work with.)

Assign Treatment Coordinators to Offices

You use the Link Coordinators / Edit Coordinators button at the top of the window to toggle between viewing the offices list and treatment coordinators list. When the offices list is displayed, select an office from the list at the left to see the currently assigned treatment coordinators.

Click to add a TC to this office. All users in your Edge Cloud Operators editor are available for you to select from. You can add as many TC's as needed to each office, and TC's can be assigned to multiple offices.

To remove a TC from the office, click the button beside that person's name. The person will no longer be considered a Treatment Coordinator for this office, but it does not delete the person from your Operator editor. If you inactivate a user in your Operator editor, it will remove them from the Treatment Coordinator editor automatically.

Add Treatment Coordinator Details

You use the Link Coordinators / Edit Coordinators button at the top of the window to toggle between viewing the offices list and treatment coordinators list. When the treatment coordinator list is displayed, you can select a coordinator to review their details. Only Edge Cloud uses that are currently assigned as a TC for an office appear in this list.

After selecting a coordinator, you can enter an email address and phone number, which can be different from that person's information in the Operators editor. This is the email address / phone number that patients will be encouraged to use to contact their coordinator personally. If no contact details are entered for the coordinator, Edge Cloud will use the information found in your Offices editor. The TC's name cannot be changed here: It must be changed from the Operators editor.

Save Changes

Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Track Treatment Coordinator Data

Assign Treatment Coordinator - You assign treatment coordinators to patients on the Summary tab of a new patient contract, and by editing the Findings data on the Findings page of the patient folder. You can also assign TC's to Edge Proposal templates.

Run Contract Starts by Treatment Coordinator Report - Run the Contract Starts by Treatment Coordinator report to obtain a list of the patient contract starts for each of your treatment coordinators for any range of dates. You can view a summary of the report that includes the number of starts, average treatment fee, total treatment fee, and average and total initial fee. Expand the details of one or more treatment coordinators to view additional information, including the treatment phase, patient name, start date, and contract details for that patient. A graph at the top of the report shows the percentage of starts and treatment fees allotted to each treatment coordinator. See "Contract Starts by Treatment Coordinator (TC) Report" for details.