Morning Huddle - Overview
How does the Morning Huddle work?
The Jeeve Morning Huddle is designed to be data driven and provide your team with a playbook for the day.
It is populated each day with key information for your practice - showing you the key summary of the previous day, important notifications for today, and an easy to use follow-up system.
The Jeeve Morning Huddle is split up into 5 key sections. Click on the links below to learn more about each section
Morning Huddle - Dentist Performance
Morning Huddle - Dentist Schedule
Morning Huddle - Front Desk Reminders
Morning Huddle - Front Desk Followups
Morning Huddle - Daily Tasks
Morning Huddle Permissions
The Morning Huddle is customised based on the role of the logged in user.
Owner and Practice Manager users will have access to all 5 sections of the huddle and can see data for all clinicians.
Clinician users who are given their own login will have access to the first two sections (Dentist Performance and Dentist Schedule) for their own data only.
Staff users will have access to the Front Desk Reminders, Front Desk Followups and Daily Tasks sections.
Related Articles
Morning Huddle - Front Desk Reminders
What is shown in the Front Desk Reminders section? Front Desk Reminders Front Desk Reminders shows a breakdown of the current day's schedule for Front Desk staff. The top section shows an overview for the day, including total number of appointments, ...Morning Huddle - Dentist Schedule
What is shown in the Dentist Schedule section? Dentist ScheduleDentist Schedule shows a breakdown of the current day's schedule for your clinicians. The top section shows a summary for the current day, including total number of appointments, new ...Morning Huddle - Daily Tasks
What is shown in the Daily Tasks section? Daily Tasks Daily tasks contains two checklists for your staff to complete each day - a "To Do" list and an "Equipment List" for inventory checks. A default list is provided for each of these, which can be ...Morning Huddle - Dentist Performance
What is shown in the Dentist Performance tab? Dentist PerformanceDentist Performance shows the key metrics from the previous working day: - Production - Recall Prebook Rate - Reappointment Rate Owners and Practice Managers will see clinic totals and ...Morning Huddle - Front Desk Followups
What is shown in the Front Desk Followups section? Front Desk Followups Front Desk Followups displays a table for each followup enabled in your system. There can be up to five tables shown to display the different types of followups available in ...