Questions about Morning Huddle troubleshooting

Questions about metrics in the Morning Huddle

Questions about goals in the Morning Huddle

The Morning Huddle syncs daily during the Nightly Sync, around 8pm each evening. However, if you have enabled Incremental Syncing throughout the day, the Morning Huddle "Today" and "Tomorrow" sections will sync every few hours.

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The only providers that will show on the Schedule by Provider calendar of the Tomorrow section are providers that have appointments on the books for the day.

You can filter the schedule by provider role by clicking on the dropdown menu in the upper left corner of the schedule.

No. The "Yesterday" and "Last Week" opportunity tiles are locked counts, not live/real-time counts that change after the set period ends.

The goal is to keep the team focused and accountable to what was planned for — not to a moving target.

When the team looks at the "Today" tab in the Morning Huddle, they see the opportunities in front of them right then. The next day, the "Yesterday" tile lets us close the loop: "We told you about these 5 patients yesterday — you completed 4 of the 5." That's a chance to recognize and celebrate the team for what they closed out, measured against exactly what was flagged to them — not against a number that quietly changed behind the scenes.

This keeps the Huddle focused on what it's meant to be: a motivational tool and a checkbox against what the team knew was going to happen that day — not a catch-all for the many changes that occurred but were unplanned. The Huddle is a point of alignment on known opportunities, not a live tracker of everything that shifted in real time.

For the full picture of what the day actually ended up looking like, and to unlock even more opportunities — the team can utilize other areas of the Analytics module:

So the "Yesterday" and "Last Week" sections of the Huddle answer one specific question — "How did we perform on what we knew was going to happen?" — while these other tools are where the team should go for unforeseen changes.

When cross-referencing metrics in Dental Intelligence and your practice management software, the key lies in leveraging equivalent sources to guarantee the utmost accuracy in reflecting your data. Rest assured, our rigorous testing of the information flow between Dental Intelligence fills us with unwavering confidence – the data integrity between these systems is not just reliable, but exceptionally accurate.

Click on your practice management software type below to learn more about how to understand the Production data being reflected:

Yes, you can edit the metrics that are shown in the Yesterday and Last Week sections of the Morning Huddle (Note: The Last Week section shows up on Mondays).

To update the metrics that are shown, click on the Edit Metrics button above the metric tiles in your Morning Huddle dashboard.

Next, reorder the metrics by clicking on the arrows icon and dragging the tile to the desired order. Or, remove an existing metric by clicking on the trashcan icon.

Add a new metric by clicking on the + Add New Metric button. Then, click Finish Editing in the upright corner to save your changes.

Scheduled Production shown in the Morning Huddle is considered gross production. Today's Scheduled Production shown in the Performance Board is considered net production.

The Today and Tomorrow tabs in the Morning Huddle dates may not match the actual calendar date. The Today and Tomorrow dates shown in the Morning Huddle are the next days that your practice has scheduled production on the books.

For example, if the actual calendar date is April 21st but the Today tab in the Morning Huddle says May 3rd, you don't have any production scheduled until May 3rd. If you click on the Tomorrow tab and the date says June 6th, that means you don't have any production scheduled after May 3rd until June 6th.

The Morning Huddle's "[number] patients were not rescheduled for a future appointment" metric on the Yesterday and Today tab tracks cancellation activity based on when the cancellation occurred, not when the original appointment was scheduled.

When you view Yesterday or Last Week summaries, the metric includes all patients who cancelled appointments during that timeframe, even if their cancelled appointments were scheduled for future dates.

Example:

This design helps your practice take immediate action on recent cancellations:

The Morning Huddle shows you when patients broke their appointments so your team can quickly work to reschedule them, regardless of when those appointments were originally scheduled for.

To change provider or practice goals, check out our step-by-step guide.

Yes! The daily Production goal can be seen by hovering over the "below goal" or "above goal" number in the first paragraph on the Yesterday, Today, or Tomorrow sections of the Morning Huddle.

The monthly Production goal can be seen in the Month To Date Production Forecast on the Yesterday section of the Morning Huddle.

Yes. If you update your goal and then check the Morning Huddle, the data will be updated to reflect your new goal.

If provider goals are showing as 0 in the Morning Huddle, it's likely because the provider's clinical hours are not being tracked or a goal has not been set.