Using Dentrix to plan for a productive day
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.
Reviewing the Daily Team Huddle Report each morning helps you identify potential problems and gives you time to prevent them. It also helps your team:
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 BenefitsEveryone 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.
The Dentrix Daily Team 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:
Have your team huddle 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.
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