Morning Huddle

The Whole Day, Before It Starts.

Yesterday, today and tomorrow on one screen, an AI brief written from your own numbers, and the one thing to say out loud.

3days on one screen
1thing to say out loud
1 clickto post to team chat
Morning huddle · today"12 patients expected today. 9% of slots booked over the next 3 days. $18,183 in open balances across 37 accounts. 288 patients are 6+ months overdue."
$14,920Yesterday · production
$16,300Today · scheduled vs $17,000 goal
$12,100Tomorrow · 3 open slots
One thing to say out loud: two unconfirmed crowns at 2 pm

On the Screen

Appointments and New Patients

With production scheduled against goal.

Unscheduled Treatment and Past-Due AR

The two numbers that move the month.

Unscheduled Family and Hygiene

Who is in the chair today with family members who are not booked.

Month-to-Date Forecast

Collections, new patients, week goal and who is carrying the day.

Where the Day Can Go Wrong

Unconfirmed patients, unverified insurance, lab cases not back.

Views

Provider, Operatory and List Views

Balance, unscheduled treatment, x-ray ages and due flags per patient.

Any Custom Date

Prep a huddle for next Tuesday today.

Team Board and Today's Focus

One line per person, one focus per day.

Share It

AI Morning Brief

Written from your numbers before the team walks in.

The One Thing to Say Out Loud

Chosen for you.

Print Sheet

The four-column format your team already knows.

Post to Team Chat

One click, the whole huddle lands in the channel.

Ready to Make the Move?

Book a 20-minute demo and we'll map your migration on the call. No slides, no pressure, and migration is on us.

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