Assign an Owner at Each Location
Define who opens the case, verifies the submission and follows up on missing records. The treating clinician remains responsible for clinical assessment and plan approval. Give the central team a named contact at each location for administrative questions and coverage when staff are away.
Use One Queue With Defined Statuses
Use statuses such as awaiting records, ready for submission, returned for clarification, awaiting clinician approval and released for production. Record who moves each case forward and what evidence is required. A case can be complete for intake while still awaiting a clinical decision.
Discuss Your Workflow
Share the handoff or production requirements you want to review.
Email the teamTrack Repeat Submission Problems
Group returned cases by reason, such as unreadable exports, missing bite information, outdated records or an unclear prescription. Use common reasons cases are returned to build a training list. Measure cases accepted on first submission against all submitted cases for a defined reporting period.
Test Cross-Location Escalation Before Rollout
Walk a sample order through two sites using permitted test records. Confirm that each team can identify the treating clinician, find the latest records and route the case back when a change is requested. Use the planning workflow overview when defining shared checkpoints.
Frequently Asked Questions
Which team should approve the treatment setup?
How can a dental group measure intake quality?
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