The Morning Huddle dashboard provides insight into how your office is performing and calls out key action items, making sure that nothing falls through the cracks. See historical data and trends to help inform your office’s decisions and delegate important tasks.
This is an add-on feature and may not be a part of your current Weave software. This feature is currently only available for customers who use Open Dental, Dentrix, or Eaglesoft.
Click here to learn more about getting Practice Analytics for your office.
Accessing the Morning Huddle dashboard
1. Access your Morning Huddle dashboard by logging into your Weave Portal
2. Go to Morning Huddle and select Dashboard
3.From here, you can change the report date to any day within the past seven days at the top of the page
Once in your Morning Huddle dashboard, you will see three metrics,
- Production Month to Date
- Yesterday’s Production
- Scheduled Production
Let's look at each of these in more detail!
Metric 1: Production Month to Date
Note: These numbers will not change throughout the day. If you schedule additional production or cancel production, these changes will reflect in the next morning's report.
Metric 2: Yesterday's Production
You also can see where the production came from and areas where your practice can improve. Use the Production Type overview to create action items for your office, such as outreach to patients who are unscheduled or might have canceled an appointment without rescheduling.
Note: The Production Types are not actionable with the Morning Huddle Dashboard. You will need to go to Practice Analytics within the Weave App to take action.
Metric 3: Scheduled Production
This metric will show you the dollar amount of production scheduled for the next week in green. The blue dotted line will show your practice's average production for the last 30 days.
Use this metric to identify times you might have a dip in production and then have your staff focus on filling that day with past due and unscheduled patients.
Morning Huddle Settings
Receive a daily Morning Huddle report in your email each morning to use in your standup meetings with your team by entering the email addresses you want to receive the daily report in your Morning Huddle Settings
To adjust your settings for Morning Huddle:
1. Select Settings in your Morning Huddle dropdown menu
2. Enter the email address you want to receive the daily Morning Huddle Report and click Add
3. Additional email addresses may be added, and or removed as desired