Satora Settings

Satora Settings

Quote
Satora Settings allows you to independently update your practice information.
You can use it at both the initial setup stage and then at any time throughout your use of Satora
Satora can help your practice thrive, so sharing as much information as you can, will enable you to get 100% out of Satora
InfoYour privacy is important to us and any information that you share with us cannot be viewed by anyone else.
If you're interested in learning more about how Satora handles your data, you can visit our trust centre for more information

Completing Satora (Cubiko) Settings

There are essential settings that must be completed before you can use Satora for your practice. 
  1. From the Satora Home screen, click on the navigation bar > Settings

Users

There are two tables on this page:
  1. Role Defaults: The Role Defaults table is showing the current roles for each user. You can change these defaults by ticking / unticking the boxes for each column question
  2. Users: Shows your current individual users in your practice management software

Setup Users

  1. In the navigation menu > Click Settings > Users tab. It will take you straight to the first area to set up users Role defaults.
Role Defaults
The Role Defaults table is showing the current roles for each user. You can change these defaults by ticking / unticking the boxes for each column question
Your preferences in this table will automatically apply to any new users you add to Best Practice and you won't need to set this part up again.
 
Users
The second table is called Users and shows your current individual users in your practice management software. 
  1. Firstly, ensure you assign the user the correct role in the Role column.
    1. Assigning them a role will automatically update the checkboxes, to the defaults for the roles, as set in the table above.
  2. If you would like to amend an individual's default settings without affecting the role default answers, you can check the boxes in this table where applicable.
    1. For example, you may want to use this option when you only want to include some of your nurse team in Satora metrics and need to exclude certain nurse users. 
A created date for when the User was added to your Practice Management Software is listed and any new Users added in the last 7 days will be highlighted in blue for ease of identifying and setting up. 
Notes
You can reset a user to the role defaults at any time using the icon at the end of the row.
When a user has been given a custom selection the checks appear in blue
Use the toggle in the top right hand corner of the table to view any inactive or deleted users.
Here you can choose to include them in metrics 
Here is what you need to consider when answering the questions: 
  1. Include in metrics? Should this user be included in your metrics? For example, do they have an appointment book or billings in D4W/ D4Web, if yes, then more than likely you would want to include this role or user in your Satora metrics.
  2. Include in metrics when inactive? If inactive users from this role should be included in metrics, please ensure you check the boxes below where applicable. You may change this at any time. For example, you may wish to apply this to the Dentist role, so if a provider were to leave your practice and you mark them as inactive in D4W/D4Web, you will still see their data in Satora. 
  3. Has patient appointments?  If this role or user usually has appointments with patients, either face to face or via telehealth, ensure you check the boxes below for each role or user where it is applicable. 
  4. Are appointments confirmed? If this is a role or user whom you usually send reminders to their patients about their appointments, ensure you check the boxes below where applicable. This ensures it is included in metrics such as ‘Unconfirmed appointments for tomorrow'.
  5. Percentage due to Practice: In general, what percentage of billings does this user pay the practice as a service fee? This percentage split will show in our metric "Gross billings vs amount due to Practice".
Ensure you always click Save on your settings before moving to the next area.

Appointments

Setting up Appointments for your Practice is essential for Satora so your data is counted correctly in the metrics.
A created date for when the Appointment was added to Dental4Windows/Dental4Web is listed and any new Appointments added in the last 7 days will be highlighted in blue for ease of identifying and setting up

There are optional Advanced settings that provide more insights but are not essential for the initial setup of Satora
Setting Up Appointments (info coming soon)

Viewers

You can add your team members to view your Satora data and decide which cabinets they should have access to

Create a New Viewer

  1. Click Create new Viewer

  2. Enter Viewers name, email and choose a role from the available list 
  3. Click Continue

  4. Next: Set up Viewer permissions (article coming soon)

 Edit an existing Viewer

As a full Satora Settings user, you can edit your existing Satora Viewer's permissions
  1. Click the sidebar navigation menu > Settings > Viewers
  2. Click on their name in the list
    1. Remove a cabinet or permission by clicking x
    2. Add additional permissions from the drop-down menu

Advanced Settings

There are a number of metrics you can view by completing these optional settings!
Notes
Note: you can always come back to set these up once you have had a chance to have a look through Satora

Open Hours

To be able to use the Room utilisation metrics, we need to know your opening hours! 
  1. Click the navigation sidebar > Settings
  2. Select Open Hours from the Advanced Tab drop list
  3. Select the Start time / Closed time
    1. Make sure you choose the correct AM/PM selections to ensure this is set up correctly.
    2. If your practice is closed, choose the Closed option
    3. Click + Copy Mondays value through from Tuesday to Saturday if all start/ close times are the same
    4. Click Save

Budgets

On this page are your practice Weekly Costs and Weekly Income. These sections are included to help Satora model your practice break-even points. 
Whatever your preference, this is a great way to help understand the gross billings required from your Providers to cover expenses.
This section is optional, however, to get the best out of Satora, we suggest that you complete it as fully as you can.
  1. Click the navigation sidebar > Settings
  2. Select Budgets from the Advanced Tab drop list
    1. Type in the practice Weekly Costs
    2. Type in the practice Weekly Income
    3. Click Save

In completing the modelling we need to know about non-billing income. By adding extra information about your income such as PIP and WIP payments, and rental or room hire in your practice, we can calculate the billings required to meet your billings target. 
View the more detailed article Setting Targets & Budget (Article coming soon)

Production Target

Satora settings allows you to independently update your practice information.
You can settings at both the initial setup stage and then at any time throughout your use of Satora 
Your privacy is important to us and any information that you share with us cannot be viewed by anyone else.
Do you have a production target that is set for you to attain daily, or weekly? 
From the Satora Home screen:
  1. Click the navigation sidebar > Settings
  2. Select Production hours from the Advanced Tab drop list
  3. Does the practice have production targets?
    1. If you do not currently have any Production Target to enter, please choose No, we don't have billings targets 
    2.  Select Yes, Weekly..
      1. Type in the total $ value for the Weekly target
      2. Type the percentage value for each day of the week in the areas provided
      3. Click + Copy Mondays value through from Tuesday to Saturday if value the same as Monday for other every day
    3. Click Save

    4. Or select Yes, Daily..:
      1. Type in the $ value for each day the week
      2. Click + Copy Mondays value through from Tuesday to Saturday if value the same as Monday for other every day
    5. Click Save

User Targets (article coming soon)

Chairs (article coming soon)

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