Daily Huddle

Using Dentrix to Plan for a Productive Day

Overview

The Dentrix Daily Huddle™ Report gives your team a daily snapshot of how they did yesterday in production, collections, case acceptance, new patients and scheduling. During the daily huddle, you can use this report to discuss yesterday’s wins and today’s goals, focusing your team on what to do today to ensure they meet their daily goals. The Daily Huddle Report also shows the schedule for today and for the remainder of the month, so your team can track both their daily and monthly goals.

Features

Resources

Why You Should Huddle

Reviewing the Daily Huddle Report each morning helps you identify potential problems and gives you time to prevent them. It also helps your team:

Look over the schedule and spot potential roadblocks
Identify patients and family members who are overdue for continuing care
Recognize patients with overdue accounts

The Dentrix Daily Huddle Report helps you get the most out of patient visits and allows you to discuss any concerns face to face. As a result, practice performance and patient satisfaction both improve.

More Huddle Benefits

Who Should Huddle

Everyone on your team has a role in the daily huddle, because it’s more than a schedule review. The Dentrix Daily Huddle Report provides actionable information about patients coming in that day—information your whole team needs to know. For example, your hygienist can spot those with overdue continuing care, and your financial coordinator can see who has overdue balances or insurance problems. Dentrix saves each team member’s preferences in the Daily Huddle Report, providing everyone with the specific information they need to discuss each day.

What to Discuss

The Dentrix Daily Huddle Report helps you prioritize daily activities, measure your performance and make adjustments for a more productive day. To encourage team participation, be sure the huddle agenda includes all areas of your practice. Use the Daily Huddle Report to:

Guide a goals discussion about how the practice did yesterday, what today is looking like, and how the rest of the month is forecasting.
Review the patients coming in for the day and discuss any concerns and opportunities.

Huddle Tips

When to Huddle

Huddle with your team first thing in the morning, before appointments begin. Allow five minutes before the huddle for the team to properly prepare. Then, allow at least 10 minutes to discuss the agenda and address problems. Finally, wrap up the huddle by having the team create a checklist for the day. Though the #1 excuse for not holding a daily huddle is “not enough time,” the average practice saves at least 60 minutes a day by using the Dentrix Daily Huddle Report. Manually researching the same information for that day’s patients takes much longer than a 10-minute huddle.

Additional Resources

Daily Huddle Tracking Progress

In team sports like football, members of the team gather before and during competitions for a huddle. It’s during these huddles that a team makes a plan of action or changes a previous plan based on how things are going during the game. A dental team should be no different.
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The Secret to a Dynamic Morning Huddle

Everyone should be involved in the morning huddle. It is the impetus of a successful journey in the dental practice.
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Supercharge Your Daily Huddle article

In football, teams begin each play with a quick huddle to communicate the team plan, team players’ responsibilities, and any adjustments they need to make to be more successful. The Dentrix Daily Huddle Report helps your office team do that the same thing.
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Dentrix Daily Huddle article

When working one-on-one with dental practices, we always ask the same question: Do you have a morning huddle before the start of every day? We then follow this question with another, more telling one: Do you do it right?

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Practice Development flyer

Dentrix Practice Development encompasses all of the aspects of training and coaching solutions and services for current Dentrix customers. To read more, click here.
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