The Analytics 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. All you have to do is point and 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! 👍
Note: It is very important that you attach ADA production codes to the scheduled appointments in your Practice Management Software. If the scheduled appointments are not associated with a production code, Dental Intelligence will not be able to recognize the appointment. This might result in the Dental Intelligence Tomorrow tab showing a date that differs from the next scheduled day in your Practice Management Software.
Review Yesterday: Celebrate wins and talk about how to improve other areas!
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.
Important Note: The Yesterday View shows the last day your office had production. This means on Monday you will see Friday as yesterday. If your office is closed for a week, you will see yesterday as the last day with production before you closed.
Tips & Tricks for Yesterday
Use the Yesterday Headline to get additional information about performance metrics and potential opportunities.
Click on the number of patients who were not scheduled for a future appointment to view a list of these patients and create Follow Ups.
Click on each metric to view additional data and learn more about what is being calculated.
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!
Note: Today and Tomorrow will have the same format and metrics available, however these tabs will show different dates & different schedules.
Tips & Tricks for Today
Click on each tile to view more details about that category and act on any immediate tasks!
Follow Up Tasks created on the current day will not show on the Morning Huddle until you clear your data cache. Click here to learn how to clear your cache.
Click on the Print Schedules button in the upper right corner to access a printable version of your schedule.
Click on the Schedule by Operatory section to view your schedule in each operatory for the day.
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
Click on each tile to view more details about that category and prepare for any upcoming tasks!
Follow Up Tasks created on the current day will not show on the Morning Huddle until you clear your data cache. Click here to learn how to clear your cache.
Click on the Print Schedules button to access a printable version of your schedule.
Click on the Schedule by Operatory section to view your schedule in each operatory for tomorrow.
To learn more about the Schedule format and opportunities, click here!
Using the Suggested Patients List to Fill Your Schedule
In the Today and 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
Important Note: When you select an open time to see a suggested list of patients, if the provider is not added as the preferred/default provider for their patients in your practice management software, patients will not populate in the individual providers view as shown above.
To navigate around this, you can access the 'All Dentists' view in the Schedule by Operatory openings. Refer to the steps below for more information.
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