Morning Huddle Objectives

Kicking the day off right and with a plan helps keep the entire team on the same page. Here are some objectives for your morning huddle.

Better organization by planning the day, instead of just letting it happen
Know patient needs in advance and see the supplies and lab cases are there
Confirm necessary supplies and all lab cases present
Increase productivity and profitability by having the entire team aware of patients who have not scheduled. Use the information to motivate patients to accept treatment
Improve team morale by deciding who needs support throughout the day and assigning a person to assist. Additionally, an opportunity to greet each other!
Effective handling of emergencies because the clinical team is involved in selecting the best time
The team is better informed of daily production goals and reinforces team effort to meet and exceed those goals

Doctor to lead, before the first patient appointment of the day
The entire team is required to attend
Accomplished in approximately 15 minutes
The clinical team has previously reviewed patient charts for today’s treatment, outstanding treatment, and lab cases
The administrative team has checked messages and updated the schedule with any changes
Each team member has an updated copy of the schedule for their notes

Morning Huddle Format & Objectives

Any changes (no x-rays needed, PCHT needed, etc.)
Outstanding treatment
Patients who need to be transitioned into a perio code to allow the Doctor to be prepared
Times support is needed (i.e.: PCHT to allow the patient an opportunity to hear the numbers and engage more fully in their care)
Anything of a personal note to celebrate with the patient (birthday, etc.)
New patients – notes who they were referred by, any special concerns

Any changes to treatment listed
If any crown/bridge prep needs a BWX or IO photo before starting treatment – all crown and bridge should have both on file before preps
All cases to be seated are in the office or need immediate follow up with the lab
Possible chair conversions (restorative patients who are due/overdue for a cleaning that may be able to take a last-minute no-show appointment)
Any challenges in the timing of the schedule
Anything of a personal note to celebrate with the patient (birthday, etc.)