The Morning Huddle is intended to be used every day with your whole team. This helps to improve communication & 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. All you have to do is point & click!
Before You Get Started
First, make sure each of your providers have a Production Per Hour goal and Clinical Hours set! Learn how to set up Clinical Hours and Goals here.
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.
Make sure you have a good understanding of how to navigate through the different days of The Morning Huddle and how to customize your Huddle to meet your unique needs:
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.
When does the Morning Huddle sync with my practice management software?
The Morning Huddle syncs daily during the Nightly Sync, around 8pm each evening. However, if you have enabled Incremental Syncs throughout the day, the Morning Huddle "Today" and "Tomorrow" sections will sync every few hours.
Please note: The "Yesterday" section is updated only during the Nightly Sync.
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.