When viewing the Morning Huddle you will have access to performance statistics, as well as lists of Unscheduled Patients, Unscheduled Treatment, Past Due A/R Balances and more!
The Morning Huddle's default will always show today's date. This will then provide Yesterday's Statistics as well as Today and Tomorrow's schedule and Opportunity. If desired, you can view previous and future dates by following the steps listed below!
This is part of the Analytics Module. If you are interested in learning more, CLICK HERE to request a demo!
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 on the calendar icon to select a date
Click Save to apply the selected date. The Morning Huddle will refresh and showcase the statistics and opportunity metrics from the date selected
Note: After you have viewed the Morning Huddle for the desired date, be sure to go back and select the Reset button in Morning Huddle Settings, otherwise it will continue pulling from the date selected.
Interested in learning more about the Morning Huddle? Watch our webinar!