Command Center
Click status cards to filter Β· all changes save automatically
Initiative Timeline Β· click any row to open
Location Load
All Locations
None
1
2
3+
Overlap Warnings
High Load Locations
π
Training Calendar
Every scheduled training across all initiatives β spot weeks where a team is getting overloaded
π Clinical Courses
Vendor CE & clinical courses to browse and sign up for β kept off the training calendar on purpose
β Pilots
Compare competing pilots side by side and pick a winner
Locations
Click a card to see its initiatives
Archive
Completed roll-outs β who participated and when
NC Pediatrics
Separate initiative tracker for the NC Pediatric Dentistry offices
All Initiatives
Click to open and edit
Add Initiative
Everything except the name can be set later
New Initiative
Initiative Name *
Description
Owner(s)
β select owner & co-owners ββΌ
Pick the owner and any co-owners.
Category
Status
Start Date
Projected End Date
Actual End Date
Pre-assign RMOs' locations
Select one or more RMOs to pre-load their offices β or leave blank to assign manually.
Saves instantly to Firebase.
Location Roster
Read-only β synced from the Office Directory. Add, rename, or reassign practices in the Directory, then Sync.
All Locations
Managed in the Office Directory Β· click Sync to pull the latest
RMOs
View-only β RMO assignments come from the Office Directory. Click an RMO to see its practices and timeline.
Current RMOs
Manage Owners
People who can own initiatives
Add New Owner
Name
Title / Role (optional)
All Owners
Settings
Customize statuses and categories
Status Types
Categories
Practice Management Systems (PMS)
Add or remove PMS options for locations