The Huddle Page is designed to provide practices with a comprehensive daily overview, enabling efficient management of appointments, production goals, and actionable insights. It is now accessible from the floating bar at the bottom of the Practice by Numbers interface.
Navigation and Features
The Huddle Page is divided into sections for different timeframes:
Yesterday - Review past performance.
Today - Focus on the current day's schedule.
Tomorrow - Plan for the upcoming day.
Day After Tomorrow - Extend planning and analysis further ahead.
Each section contains:
Metrics Cards for quick insights.
Visual Charts and breakdowns of data.
Appointments List for detailed schedule reviews.
Detailed Breakdown
Yesterday
Metrics:
Production, Collections, and Value Add.
Pre-Appointment Rate: Insight into follow-up appointment adherence.
Visuals:
Graphical representation of Production by Provider (Gross).
Provider Leaderboard to analyze performance trends.
Actions:
Use data to follow up on missed opportunities.
Analyze collections and adjust strategies for improvement.
Today
Metrics:
Number of Scheduled Patients and New Patients.
Scheduled Production and Daily Goals.
Opportunities:
Outstanding AR and Treatment Pending.
Families with no upcoming appointments.
Appointments List:
You can view details for each patient, including unique indicators (e.g., Missing Forms, Birthdays, or Recalls).
Actions:
Address Treatment Pending items and contact patients for follow-ups.
Optimize the schedule for maximum production.
Tomorrow
Planning:
Number of Scheduled Patients and Expected Production.
Opportunity to address Outstanding AR and Treatment Pending in advance.
Insights:
Forecast production to ensure daily and monthly goals are met.
Actions:
Confirm appointments and pre-plan for families requiring scheduling or additional care.
Day After Tomorrow
Similar features to Tomorrow, allowing extended planning and actionable insights for upcoming appointments and goals.
Additional Features
The appointment list's icons and Tags provide at-a-glance patient details, such as missing information, unscheduled treatments, and birthdays.
Export and Print Options for the appointments list streamline administrative tasks.
Filter Views allow you to customize the data, focusing on specific providers, time slots, or patient categories.