The Morning Huddle is part of the Analytics Module. If you are interested in learning more, CLICK HERE to request a demo!
The Morning Huddle is designed to give you a clear, consistent snapshot of your practice — most of the time, that means today's data.
If needed, you can change the date of the Morning Huddle to display data for days other than the current date. The date picker is tucked away for users who intentionally need it.
The date range picker is most useful for admins and office managers reviewing historical trends. For day-to-day use, the default today view is all you need.
Change the Date in the Morning Huddle
Click on the coffee cup icon in the left side menu to open the Morning Huddle
Click on the settings gear in the right corner of the Morning Huddle dashboard to open Morning Huddle Settings
Click in the blank space between the Cancel and Save buttons (near the middle of the space) to open the date picker
Click Save to apply the selected date. The Morning Huddle will refresh and showcase the statistics and opportunity metrics from the date selected
To keep things consistent, the Morning Huddle date range automatically resets to today's date in two situations:
Page refresh: Refreshing the page returns the view to today's date.
Navigating away: Leaving and returning to Morning Huddle resets to today.