The Huddle provides a quick snapshot of the practice's performance in three segments, highlighting the day before, the current day, and the pending for the next day.
The key performance indicators listed in the huddle dashboard include:
- Gross Dentist Production (Trans. Date):
- For the Past Day: Shows the total amount from completed procedures (including fee updates and deletions) in the selected location by dentists based on the transaction date of code completion.
- For Today and the Next Day: Shows the scheduled production of dentists for the location that is frozen at 6 AM GMT.
- Schedule Utilisation: Working hours of a location for a selected date.
- Unscheduled Family Members: Number of family members of patients with an appointment for the day who have unscheduled treatments in their planner.
- Gross Hygienist Production (Trans. Date):
- For the Past Day: Shows the total amount from completed procedures (including fee updates and deletions) in the selected location by hygienist based on the transaction date of code completion.
- For Today and the Next Day: Shows the scheduled production of hygienists for the location that is frozen at 6 AM GMT.
- Account Past Due AR: Total previous patient payable remaining from patients with appointments on the day.
- OTC Collection Rate: Percentage of payments collected compared to the collectable balance of each appointment at the time of checkout.
- Total Patient Visits: The meaning is the same as indicated by the KPI name.
- Hygiene Reappointment: Percentage of patients who had a hygiene code completed and have a future hygiene appointment scheduled.
- New Patient Visits: The meaning is the same as indicated by the KPI name.
- Patient Collection (Trans. Date): The meaning is the same as indicated by the KPI name.
- Total Gross Production (Trans. Date):
- For the Past Day: Shows the total amount from completed procedures (including fee updates and deletions) in the selected location based on the transaction date of code completion.
- For Today and the Next Day: Shows the scheduled production of hygienists for the location that is frozen at 6 AM GMT.
- This page also offers the ability to switch to Show consecutive days (the non-working days will be skipped as set up in location settings). Users can turn this on by selecting it at the top right.
- Click on the Print Huddle Report at the top right if you want a paper-based detailed report.
Practices can use this guide for a quick know-how of the Huddle feature in CareStack.