Below are lists of example groups you can create based on your specific speciality:


Orthodontics:

Aligner Checks

Front Desk

Prospects

TC

Billing

Insurance 

Clinical

Virtual Exams



Oral Surgery:

Front Desk

Implants

Insurance Info Requests

Outstanding Balance

Rx Requests

Surgical Team

Surgery-1 Day Follow up



Dentistry:

Appointments

Dental Assistants

Excuses Needed

Front Desk

Hygienists

Outstanding Balance

Perio Maintenance/SRP Recall

Prophy Recall

Treatment Recall

Tx Coordinators



Behavioral Health:

Appointments

Billing Inquiries

Follow-up

Front Desk

Group Therapy

High Risk

Rx Requests



Family Medicine:

Appointments

Billing Inquiries

Clinical Team

Excuses Needed

Flu/Pneumonia Vaccines

Front Desk

Imaging

Labs

Medical Records

Potential New Patients

Providers



Multi-Specialty:

Appointments

Billing Inquiries

Clinical Team

Excuses Needed

Front Desk

Imaging

Labs

Medical Records

OT

PT

Rx Requests

Surgery


OBGYN:

Billing Inquiries

Clinical Team

Delivery follow up

Front Desk

Labs

Medical Records

Overdue Paps

Rx Requests

Surgery

Upcoming Appts


Pediatrics:

Billing Inquiries

Clinical Team

Excuses Needed

Front Desk

Immunization Records

Labs

Medical Records

Overdue Wellness Exam

Potential New Patients

Providers

Rx Refills


Pharmacy:

Enrollment Reps

Outstanding Copays

Ready for Pickup

Ready to Ship Rx

Pharmacist

Rx Shipped


Plastic Surgery:

Billing Inquiries

Consults

Front Desk

Surgery Scheduled

Post Op