The Analytics 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!
In this article, we'll review:
Access your Morning Huddle by clicking the Coffee Cup icon found on the left hand menu of your Analytics dashboard & get ready to be blown away! 👍
Looking at what happened yesterday on a daily basis allows you to keep a pulse on what's happening in your practice! If you've set goals, this is where you are able to keep track of your progress. Celebrate wins and talk about how to improve other areas!
Tips & Tricks for Yesterday
Use the Yesterday Headline to get additional information about performance metrics and potential opportunities.
Customize the Metrics that appear in the Yesterday tab to identify the most important statistics for you and your team to discuss each day. Simply click the Edit Metrics button to start.
Take Action Today
When looking at today in your Morning Huddle, you want to make it all about the opportunities to provide better care for each one of you patients!
Tips & Tricks for Today
Prepare for Tomorrow
Being prepared for tomorrow allows you to be proactive and stay ahead of any issues that may arise like unfilled spots in the schedule or a lack of scheduled production!
Tips & Tricks for Tomorrow
Using the Suggested Patients List to Fill Your Schedule
In the Today & Tomorrow sections of the Morning Huddle, you have access to a cultivated list of suggested patients to fill open time in your schedule.
Click on a provider name to open their schedule
Available appointment blocks will be shown in green. Click on the green appointment block to open a suggested list of patients
Learn more about the criteria for this list by selecting the "Why these patients?" link
Review the list of suggested patients and match confidence rating. Click on the Snooze button to remove the suggested patient from the Suggested Patients list for 12 hours
Click on the patient name to open the patient card and take next steps to contact the patient and get them on the schedule
Schedule by Operatory 'All Dentists' View
Click the Schedule by Operatory view
Select the open time you would like to fill
Click 'All Dentists'
View the list of suggested patients
The following resources will give you a more in-depth explanation on how to use Morning Huddle: