Thursday, June 9, 2011

The 5 Minute Morning Huddle

Does this sound familiar? You walk into the office in the morning, say “good morning” to all your team mates and put your lunch in the fridge. The hygienists are busy sharpening their instruments for a day of root planing and scaling, the doctor is in the lab finishing up that nightguard that is due at 8:00am and the dental assistants are setting up trays for the day making sure all the lab cases are in.

But what about you, the office manager, what are you doing to get ready for the day? Well let’s see, you probably have to check the messages on the voice mail to see if there are any emergency patients that need to be seen today, check the e-mail and oh yeah, you need to prepare for the morning huddle in 5 minutes!

The morning huddle is one of the most important things the dental office can do bring awareness to the entire team about patient treatment, financial situations that need to be addressed, and other personal information about the patients on the schedule today. The office can also discuss the optimum time for emergencies or if the doctor needs to put his/her roller skates on for the day. One of the most important aspects of the morning huddle is looking at statistics like: what did you produce and collect yesterday? and what is projected for today? Do you have any opportunities with the patients scheduled today to increase production (such as sealants, whitening or occlusal guards)?. How many new patients did you see yesterday and how many are scheduled today?

Who has that kind of time? Okay, so you have 5 minutes to get ready for the morning huddle and you haven’t updated your Microsoft Excel Spreadsheet since yesterday, you haven’t counted up the new patients or calculated the case acceptance from yesterday and you haven’t had time to check the patient’s insurance eligibility yet. All this important data can take hours to accumulate, but who has time?

You don’t need more time, you just need an effective Huddle Report – and now you have one! I want to introduce you to the Dentrix Daily Huddle Report. There is no need to have a separate Excel spreadsheet to monitor your practice statistics, or keep track of new patients, or calculate case acceptance: This report does everything and more. Seriously, you are so lucky to have a report like this at your finger tips. In my next post I will take you through this amazing report step-by-step and show you some of its unique features. I think you’ll be excited to see how quickly and easily it will bring your morning huddle to a whole new level.

Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at and contact Dayna at


  1. Sounds like you really know what you're doing! I was wondering if you could do a quick blog that summarizes all of the key points and best tricks to being a dental office manager?! Thanks!

  2. As a dentist, I see the importance of the morning huddle in getting my team members ready for the day ahead. It keeps us all aware of what needs to be done and allows the day to be more organized. Following an agenda allows the discussion to be done in a time efficient manner.