Morning Huddle

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What is the Morning Huddle Module?

The Morning Huddle module allows teams to prepare for their huddles with the click of a button. Review Yesterday, Today, and Tomorrow’s Performance all at a glance without pulling manual reports.
The information icon (i) allows you to drill in for more detail to drive production, including lists of Yesterday’s patients that need follow-up appointments or Today’s patients that have unscheduled treatment needs.

Provide direction to the team by using the Daily Scorecard and ensure providers are set up for success by reviewing their scheduled production for the day. 


Julio always has last-minute cancellations!  Well, now he doesn't need to worry about that!  On his Morning Huddle, there is a list of hygiene patients due, patients that have unscheduled family members, and unscheduled treatment!

  1. He opens the Morning Huddle module.
  2. Under Tomorrow click the breakout button next to the metric he would like to view. (Hygiene, Family Members, or Treatment)
  3. He clicks the breakout button next to the patient's name to get their information, then contacts the patient to see if they can fill the hole in his schedule!


Keep communication open by emailing your Morning Huddle form to any recipients you choose.