Morning huddle report form

A morning huddle report form for the daily team meeting. For each doctor or hygienist it lists the monthly production goal, actual production, the difference, the daily adjusted goal, and what is scheduled today. Practice-wide sections track the monthly collections and new patient goals against actuals. A front desk section asks questions such as whether any patients left without their next hygiene visit and whether patients 48 hours out are still unconfirmed.

Related: Morning Huddle & Team Communication

The office manager or front desk lead fills in the numbers before the huddle and walks the team through them. Using the same sheet every morning keeps production gaps, unscheduled patients, and confirmation problems in front of the team while there is still time to act.