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Morning Huddle

Daily insights at your fingertips

Kasper believes that knowledge is power and with knowledge, your practice can take informed actions and make decisions. The morning huddle gives you that power. The morning huddle shows you daily analytics and gives you insight into what could be missed opportunities.

Know what happened yesterday, what's happening today, and what's coming tomorrow.

 

Yesterday's View Displays

Use at the start of your morning huddle to recap the previous day. 
  • Total collection for the past 7 days

  • Total production for that day

  • Hygiene Reappointment

  • Collections for that day

  • Production by Role

    • Dentist Production

    • Hygienist Production

  • Patient Treatment Acceptance [NEW] — % of patients who booked treatment, with booked vs. not scheduled counts by provider

  •  Total Scheduled Appointments [NEW] — appointments and production value on the books, by provider


Morning Huddle_Yesterday

Today's View Displays

Use during your morning huddle to spot opportunities before patients arrive. 
  • Unscheduled treatment for patients coming in that day

  • Unscheduled family members of the patients coming in that day

  • Unscheduled Hygiene for patients coming in that day

  • Total patients scheduled production

  • Balance due for scheduled patients

  • Use during your morning huddle to spot opportunities before patients arrive. 

  • Patient Treatment Acceptance [NEW] — today's rate with booked vs. not scheduled by provider 
  • Total Scheduled Appointments [NEW] — full appointment list with fees, by provider

Morning Huddle_Today

Tomorrow's View Displays

Use at end of day to prepare and fill any scheduling gaps. 

  • Unscheduled treatment for patients coming in that day

  • Unscheduled family members of the patients coming in that day

  • Unscheduled Hygiene for patients coming in that day

  • Total patients scheduled production

  • Balance due for scheduled patients

Morning Huddle_Tomorrow