Using Dentrix to Plan for a Productive Day

Holding a daily huddle with your team helps you prepare for the day, monitor progress on monthly goals and improve your business operations and patient care. Because having a daily huddle is so important, Dentrix G4 Productivity Pack 8 includes the new Daily Huddle Report that gives you quick access to the important information you need.
The Daily Huddle Report lists daily practice statistics about production, collections, case acceptance, new patients and scheduling. You can use the information in the Daily Huddle Report to review the events of the previous day and make plans for the current day.  
To run the Daily Huddle Report:

1. In the Office Manager, click the Practice Advisor toolbar button. The Practice Advisor dialog box appears.

Note: The Daily Huddle Report and the Practice Advisor Report share the same setup options. If you have not set up either report, or you want to change the settings for the Daily Huddle Report, click Practice Advisor Setup.

2. In the Practice Advisor dialog box, click Daily Huddle Report. The Daily Huddle Report dialog box appears.

3. Specify the report options and sections you want to include.
4. Click Preview to run the report.

For more information about the Daily Huddle Report, read “Introducing Dentrix Daily Huddle Report”in the last issue of the Dentrix eNewsletter (//www.dentrix.com/articles/content.aspx?id=265), search for “Daily Huddle Report” in the Dentrix Help files or log in to the Dentrix Resource Center (www.dentrix.com/resource-center) and view the Dentrix G4 Productivity Pack 8 Preview.