The Morning Huddle is intended to be used every day with your whole team. This helps to improve communication and organization. The Morning Huddle will provide you with tons of valuable data AND the reports you would have to run manually in your typical team meeting. Now all you have to do is point and click!
In this article, we'll go over:
Before Your Morning Huddle
To make the most out of your Huddle, first make sure each of your providers have a Production Per Hour Goal and their Clinical Hours set.
The Morning Huddle is part of the Analytics Module. If you are interested in learning more, CLICK HERE to request a demo!
How to Navigate The Morning Huddle
Access your Morning Huddle by clicking the coffee cup icon found on the left hand menu of your Dental Intelligence dashboard.
Navigate through the different days and customize your Huddle to meet your unique needs. Click on the top header section of the Huddle to view stats for that time period, or click Next to move between each section.
By default, the Huddle will open on the Yesterday tab. See how your practice performed the day before by reading the quick summary shown at the top of the page.
Tip: If you notice that a number of patients were not rescheduled for a future appointment, click on the underlined number in the quick summary to open the list of patients and assign Follow Ups to your team to get them on your schedule!
Click on each of the colorful tiles above your metrics on the Yesterday, Today, or Tomorrow sections to open lists of patients that should be contacted to help your practice schedule unschedule treatment, collect past due AR, and more.
Check out our Morning Huddle resources for more step-by-step guides:
Morning Huddle Settings
The settings gear in the right corner of your Huddle dashboard allows you to customize your Morning Huddle to meet your dates.
In Morning Huddle settings, you can make the following changes:
Turn the Huddle Celebration on/off
Select a default tab to open (Schedule by Provider or Schedule by Operatory)
Stay on top of your Morning Huddle and get a daily streak going!
You'll notice on your Morning Huddle Celebration that it calculates the percentage of all reappointed patients seen (not just hygiene appointments exclusively). Broken appointments are not factored into this celebration.
Adjust Huddle Permissions
If you would like to limit your teams ability to view production numbers in your Morning Huddle feature, you are able to update the Dashboards permission.
Click here to learn how to limit the ability to view production numbers.
Utilize The Morning Huddle Daily
Using The Morning Huddle on a daily basis allows your team to be on the same page and pointed in the same direction. This allows us to increase team performance, patient care and overall profitability.
Ready to get started? Follow along with our in-app walkthrough to learn how to use the Morning Huddle in your practice:
Looking for even more information about the Morning Huddle? Check out our on-demand webinar below!
Stay Connected with Our Mobile App
Download the Dental Intelligence Mobile App in the App Store or Google Play to allow your team to be better prepared to have an effective morning huddle. Click here to learn more about the app.