Practice Management

The Practice Management area allows you to review and update information and settings for your practice including the practice profile, wages and fees, location pods, goals, users, and consultants along with their roles.

Click on the Gear icon at the upper left of the screen and select Practice Management.

On the left side are menu items for:  Profile, Wages and Fees, Location/Pods, Goals, Users/Roles, Consultants/Roles (and, if available, Overhead, Forms and New Patient Tracking.)

The Profile menu contains information about your practice. Click Edit Profile to add a logo, update address and email, practice statistics or bracket/aligner info. For the regional comparisons to provide valid data, the number of Owners, Associate Doctors, active locations, and regional affiliation must be correct. If the number of locations or regional setting is incorrect, please contact Gaidge support 800.287.3396 | [email protected] to have them updated.

Click Edit to enter your average Staff Wages on the left and Treatment Fees and Average Lab Cost on the right.

Location Pods allow multi-location practices to create subgroups of data, each with its own totals.

• Click Create New Pod then enter a name.
• Select the offices you want to include, for example Western Practices might include Hollyrock and Rock Vegas.
• Once the locations are selected, click Save.

When viewing your data, you can now select data for specific locations and pods. 

Enter your practice goals for the Progress Report and Summary here.

• Start by selecting the Practice, Location, or a Location Pod. Next select the Year for your goals.
• Click on the Edit button on the right to set goals. 

Edit Goals

If you have values for the previous year, you can enter a value in the box on the line that reads Set each goal to be a __% change over last year. Click the Save button at the bottom of your screen. 

If you would prefer, you can enter a value and set it to all months at that same value.

You can also set any month’s value individually (tweak) by entering either a percent by which to change the previous year or the actual desired value. Repeat this step for each goal and location, as needed.

When manually setting goals for case acceptance by month in the Goal column, 
enter in the format .75 for 75%

If you are currently entering goals at the Practice level and have already set up for individual locations, you can click the Calculate from Locations button to automatically populate the overall Practice goals.

Click on Users to display the practice members who have online access to your Gaidge data and what their role is in your practice.  

• To add a new user, enter the new user’s email address, first and last names, then click on the selection box arrow to select their role in your practice and click the Add User button.
• To change an existing user’s role, click on the selection box arrow and choose their new role.
• To remove a user click Remove. 

For users, not set to View Practice, you must set their location access, click on edit and select locations and pods (if applicable)

For more information on Users and Roles click here

The Consultants tab displays the consultants who have online access to your Gaidge data and what their role is in your practice. Note, all consultants within a firm will have the same role. 

• To change an existing consultant’s role: click on the selection box arrow and choose their new role.
•  To remove a consultant, click the red (x) button. 

The Consultant Roles tab is where you can setup viewing permissions for each consultant user role. 

• To add a new consultant role, type a role title and click on Create Role. 
• To view or edit an existing consultant role, click anywhere on the line of the role then Edit Permissions to open the Edit Permissions window.
• Use Reset Permissions to return values to Gaidge defaults. 

To delete a consultant role that you have created click delete.