Morning Huddle Report for Open Dental

Highly functioning teams need to meet regularly. One type of meeting that’s been proven to be helpful to many practices is a morning huddle. It’s a quick 5-10 minute meeting at most where the staff reviews the appointments for the day and discusses important issues and the overall health of the practice. Having data quickly accessible helps make this meeting time a success.

One of the features that’s missing in Open Dental (as of version 14), however, is a morning huddle report. So, I did something about it. I built my own and have shared it on Dentaltown and the Open Dental Forums. Below is where I will keep up to date versions of various options of reports. If there’s something you’d like to see added to the report, please feel free to contact me. If you’re interested in getting automated reports sent directly to your email inbox, check out my service.

The reports are saved as text files. To use them, simply download the appropriate query, open the file with notepad, and copy and paste the text into the Open Dental User Query. You can also save your reports to your favorites for easy access.

 

Today – Appointments, Scheduled Production, Broken Appointments Next Day – Appointments, Scheduled Production, Broken Appointments Set Date – Appointments, Scheduled Production, Broken Appointments Today – Appointments, Scheduled Production, Lab Cases Next Day – Appointments, Scheduled Production, Lab Cases Set Date – Appointments, Scheduled Production, Lab Cases

 

Have an idea or suggestion on these reports? Contact me.

 

 

Divergent Dental Resources, LLC is not affiliated with Open Dental Software.