What is the agenda for Morning meetings / Daily huddle in a dental practice?

10 tips for successful morning huddles
1. Track month-to-date goals vs. actual numbers for doctor, hygiene, and collections.
2. Track yesterday’s goals vs. yesterday’s actual numbers for doctor, hygiene, and collections.
3. Work out today’s goal vs. projected for doctor, hygiene, and collections.
4. Determine how many major procedures are needed for the next five days. How many major procedures need to be added to stay on target/goal?
5. Determine if there are any openings in the dentist’s schedule. Identify patients in the schedule with potential treatment that could be added to the schedule as needed. Other solutions?
6. Identify patients that need X-rays per treatment guidelines.
7. Note what emergency time is available today.
8. Go over financial information on the day’s patients. Identify financial arrangements needed, etc.
9. New patients: Review info from telephone contact form.
10. Status and follow-up on changes from yesterday’s schedule. Bring yesterday’s schedule to discuss to-do’s and potential issues or problems, i.e., lab cases not in, lack of inventory, etc.