Questions about Morning Huddle troubleshooting

Questions about metrics in the Morning Huddle

Questions about goals in the Morning Huddle

The Morning Huddle syncs daily during the Nightly Sync, around 8pm each evening. However, if you have enabled Incremental Syncs throughout the day, the Morning Huddle "Today" and "Tomorrow" sections will sync every few hours.

If the Morning Huddle isn't loading, it could be because the browser cache needs to be cleared. Click here to learn how to clear your cache.

If the Morning Huddle isn't loading, it could be because the browser cache needs to be cleared. Click here to learn how to clear your cache.

The only providers that will show on the Schedule by Provider calendar of the Tomorrow section are providers that have appointments on the books for the day.

You can filter the schedule by provider role by clicking on the dropdown menu in the upper left corner of the schedule.

When cross-referencing metrics on Analytics and your practice management software, the key lies in leveraging equivalent sources to guarantee the utmost accuracy in reflecting your data. Rest assured, our rigorous testing of the information flow between Analytics fills us with unwavering confidence – the data integrity between these systems is not just reliable, but exceptionally accurate.

Click on your practice management software type below to learn more about how to understand the Production data being reflected:

Yes, you can edit the metrics that are shown in the Yesterday and Last Week sections of the Morning Huddle (Note: The Last Week section shows up on Mondays).

To update the metrics that are shown, click on the Edit Metrics button above the metric tiles in your Morning Huddle dashboard.

Next, reorder the metrics by clicking on the arrows icon and dragging the tile to the desired order. Or, remove an existing metric by clicking on the trashcan icon.

Add a new metric by clicking on the + Add New Metric button. Then, click Finish Editing in the upright corner to save your changes.

Scheduled Production shown in the Morning Huddle is considered gross production. Today's Scheduled Production shown in the Performance Board is considered net production. Click here to learn more.

To change provider or practice goals, check out our step-by-step guides below:

Yes! The daily Production goal can be seen by hovering over the "below goal" or "above goal" number in the first paragraph on the Yesterday, Today, or Tomorrow sections of the Morning Huddle.

The monthly Production goal can be seen in the Month To Date Production Forecast on the Yesterday section of the Morning Huddle.

Yes. If you update your goal and then check the Morning Huddle, the data will be updated to reflect your new goal.

If provider goals are showing as 0 in the Morning Huddle, it's likely because the provider's clinical hours are not being tracked or a goal has not been set.