How to start a data research ticket

Do you believe you've found an inconsistency with the data that you see in your PMS vs. that of TeamCare?  Great!  We're happy to do investigations that get your data fine-tuned.  To submit us some details, please follow these steps:

Step 1: Find a specific day where you can identify inconsistent data

• Which stat is inconsistent? 
  • Hygiene
  • New Patients
  • Production
  • Collection
  • Adjustments

Step 2: Export transaction detail from PMS

Depending on your PMS, there may be different naming conventions for running this report.  Your export should capture the same date range and output a full report.  Here are some example instructions for some popular PMS types.

• Dentrix - Day Sheets
• Eaglesoft - 
• Open Dental - 

Step 3: Export corresponding transaction detail from TeamCare

Navigate to Dashboard > Financial heading, and use the corresponding tools to 

• Treatment Search - tool to search for any & all procedures.  Use this tool if your discrepancy is related to
  • Hygiene
  • Production
• Ledger Search - tool to search for any & all payment activities.  Use this tool if your discrepancy is related to
  • Collection
  • Adjustments

Step 4: Start the investigation

• Take a look and see anything in the TeamCare report immediately "jumps out" at you as being wrong against the PMS data.  Afterall, you will know your patients and transactions the best.
• Send us the attachments to [e-mail], Subject Line: [data research] YOUR PRACTICE NAME.
  
  Please allow 1-5 days for us to conduct research and respond to your request.