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userguide:am_huddle [14:00 Jan 11, 2024]
mattv 		userguide:am_huddle [11:46 Jun 7, 2024] (current)
mattv [Key Practice Metrics]
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 === It's divided into 3 main sections: === === It's divided into 3 main sections: ===
  
-{{:screenshots:samplereport:samplereport:morninghuddlefull.png?750|}}+{{:screenshots:samplereport:samplereport:morninghuddlefull.png?650|}}
  
 ===== Key Practice Metrics ===== ===== Key Practice Metrics =====
  
 **Morning Huddle Key Practice Metrics**\\ **Morning Huddle Key Practice Metrics**\\
-{{:screenshots:samplereport:samplereport:huddlekpm.png?650|}}+{{:screenshots:samplereport:samplereport:keymetrics.png?650|}}
  
 This **Key Practice Metrics** section summarizes a handful of key metrics that are useful for the whole practice to be aware of.  They are grouped into date ranges as follows(rows):\\  This **Key Practice Metrics** section summarizes a handful of key metrics that are useful for the whole practice to be aware of.  They are grouped into date ranges as follows(rows):\\ 
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 This gives the entire team a sense of how successful the practice is, from a business point-of-view.\\ This gives the entire team a sense of how successful the practice is, from a business point-of-view.\\
    
-There are eight columns of data to observe. //Let's delve into those metrics://+====There are eight columns of data to observe. ==== 
 + //Let's delve into those metrics://
  
 ==== Net ====  ==== Net ==== 
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 ===== Providers ===== ===== Providers =====
-{{:userguide:providers.png?300|}}\\+{{:screenshots:samplereport:samplereport:providers.png?300|}}\\
  
 This top left section of the report summarizes the scheduled NET production for the day sorted by each provider. \\ This top left section of the report summarizes the scheduled NET production for the day sorted by each provider. \\
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 ===== Appointment Details ===== ===== Appointment Details =====
-{{:screenshots:samplereport:samplereport:huddleapptssched.png?675|}}+{{:screenshots:samplereport:samplereport:apptsscheduled.png?675|}}
  
 This section shows each appointment with more detailed information. It's organized by Operatory, then chronologically, just like your schedule module in your practice management software. //There are nine columns of data for each appointment//: This section shows each appointment with more detailed information. It's organized by Operatory, then chronologically, just like your schedule module in your practice management software. //There are nine columns of data for each appointment//:
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 There is another section on this huddle report to have a look at exams and radiographs that may be due. This section will denote whether a patient is due based on their recall schedule (set in Open Dental) or their Insurance Plan (based on plan information in open Dental). The goal of this section was to help our Open Dental users keep up with their standards of care, and of course not lose out on the missed production from exams and x-rays.\\ There is another section on this huddle report to have a look at exams and radiographs that may be due. This section will denote whether a patient is due based on their recall schedule (set in Open Dental) or their Insurance Plan (based on plan information in open Dental). The goal of this section was to help our Open Dental users keep up with their standards of care, and of course not lose out on the missed production from exams and x-rays.\\
  
-{{:screenshots:samplereport:samplereport:huddleexamsxrays.png?600|}}\\+{{:screenshots:samplereport:samplereport:examsxrays.png?600|}}\\
 You can see this section of the report is divided into columns again, like the Huddle report on Page 1. The OP Time, name, and age columns are all pretty evident as to what they represent. The InsCo is the currently active Primary Insurance plan assigned to that patient (if they have one. Consequently, if a patient doesn't have insurance, they won't be present on this portion of the report).\\ You can see this section of the report is divided into columns again, like the Huddle report on Page 1. The OP Time, name, and age columns are all pretty evident as to what they represent. The InsCo is the currently active Primary Insurance plan assigned to that patient (if they have one. Consequently, if a patient doesn't have insurance, they won't be present on this portion of the report).\\
 The Next Three Columns identify if the patient is due for any exam, bitewing radiograph, or Panoramic or full mouth series of radiographs:\\ The Next Three Columns identify if the patient is due for any exam, bitewing radiograph, or Panoramic or full mouth series of radiographs:\\
userguide/am_huddle.1705003239.txt.gz · Last modified: 14:00 Jan 11, 2024 by mattv

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