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Task Owners

Use the Task Owner tab under preferences to set which roles in your practice are responsible for common tasks. Setting these task owner preferences determines who will be assigned tasks.

Note: Roles are assigned by the SureSmile administrator. For more information, see Manage Users.

Set task ownership:

1. Click and select Preferences, then select the Task Owner tab. Make changes in these areas:

• Products: For each product listed, assign the role responsible for ordering the product and the role responsible for reviewing and approving an order.
  You may want to have the same role perform both functions, or you may want to delegate some of these tasks. For example, you may want staff to order a therapeutic model, but you want only doctors to review and approve therapeutic models.

  Note: If you select none for the Review/Approve assignment for diagnostic or final models, SureSmile automatically sets the Deliver as Finished check box on order pages.

• Tasks: Use the drop-down lists under Task Assignments to determine who will be assigned patient tasks. For example, if you choose Staff for all of these items, the task will be assigned to a staff member.
• • If a particular staff person is assigned to a patient on the Patient Profile page, then all staff tasks for that patient are assigned to that staff member.
  • If no staff person is assigned to the patient, then staff tasks for this patient are automatically assigned to the first staff member listed on the Staff tab under Users in the Administration workspace of SureSmile.

When you change the owner of a task,  all future tasks of this type will be assigned to this new owner. Current or past tasks are not affected. If you wish to change the owner of existing tasks, for example if the owner leaves the practices or changes role, contact SureSmile Customer Care for assistance.

1. • Task Assignment Email Notification: This option is helpful for practices that do not habitually keep the SureSmile Tasks page open and want to be alerted when new tasks appear. It initially defaults to “None”. Email task alerts are sent via the doctor’s and staff member’s email address associated with the user account. You can change this setting at any time. (Administrator access required.) To turn this feature off, select the “None” setting.
   • Order Appliance or Analyze Records Reminder - Default is Staff. Other options are Doctor, Both, or None. Use this setting to determine who will be reminded when a diagnostic model is delivered as finished. This reminder offers you four options:
   • • Analyze diagnostic model next
     • Begin bracket placement simulation (for IDB tray) next
     • Begin simulation for aligners next
     • Dismiss task

Caution: Enabling this feature means that email alerts for all tasks assigned to the doctor for each of his/her patients will be sent to the doctor’s email. The same holds true for a staff member assigned to a patient. Email alerts for all tasks assigned to the staff person for each of his/her patients will be sent to the staff person’s email. For mid- to large-size practices, the volume of daily emails could be considerable.

3. • Shipment Email Notification - Choose this option to receive an email as soon as we ship your orders. This allows you to better track orders and more efficiently schedule your patients. The default setting is for both the Doctor and Staff assigned to a patient to receive an email notification when Dentsply Sirona ships a product you ordered. Shipment Email Notification default changing from ‘None’ to ‘Doctor’ for new practices moving forward from january 2022. This change will not affect existing practices at this time.

2. When finished, click Save Changes.