Implementing the Morning Huddle & going through your daily schedule as a team helps to identify areas of opportunity for growth!

The schedule view in Dental Intelligence does not automatically reflect in the same order as set in your Practice Management Software. Following the steps listed in this article will allow you to change and format the schedule as desired within your Morning Huddle and the Schedule dashboard.


How to Edit the Order of Operatories in the Morning Huddle

Step by Step Instructions:

  1. Access the Morning Huddle in the left hand menu

  2. Go to the Today or Tomorrow tab

  3. Click Schedule by Operatory

  4. Select Filter Operatories

  5. Click the Check Box to add or remove Operatories from view

  6. Drag the Arrow Icon to change the order of the Operatories

  7. Click Apply


How to Edit the Order of Operatories in the Schedule: Day View

Step by Step Instructions:

  1. Hover over the Schedule tab

  2. Select Daily View

  3. Follow steps 3 through 7 as listed above

Did this answer your question?