Hive Dental Flow

Dental Morning Huddle

Yesterday's production, collections, treatment plans, and SRP follow-up — emailed each morning so the team walks in aligned.

The problem

Start the day with one shared picture

A useful huddle is a 10-to-15-minute plan, not a recap meeting. Without a shared briefing, unscheduled treatment, SRP follow-up, and yesterday's production sit in the PMS until someone has time to look.

Morning Huddle is a daily office huddle emailed each morning. It pulls yesterday's practice data and builds the report your team already wants before the first patient — production, collections, treatment plans, and SRP follow-up candidates.

Hive Dental Flow scheduling a Morning Huddle workflow
What's in the report

Built for the morning huddle

The same operational picture every weekday — live numbers, not a static template.

  • Office production and collections Yesterday's totals so the team knows where the practice stands before chairs fill.
  • Doctor and hygiene production by provider Who produced what, so huddle conversation can be specific instead of generic.
  • Treatment plans created that day Scheduled versus unscheduled breakdown, by provider and by patient.
  • SRP follow-up candidates Periodontal follow-up opportunities with contact lookup so outreach is assigned, not forgotten.
How it runs

Approve once. Same method every morning.

Hive Dental Flow turns a workflow you trust into a scheduled recipe — live practice data, same steps, optional human checkpoints.

  1. Approve a run Review the first result. When you approve it, that method is frozen as the recipe.
  2. Schedule it Run it on a weekday morning — or whatever cadence your office actually uses.
  3. Get the report Each run fills in today's numbers from your synced practice data and emails the HTML report.
FAQ

Questions teams usually ask

What is a dental Morning Huddle report?

A concise daily briefing emailed before the first patient. It summarizes yesterday's office production, collections, treatment plans, and SRP follow-up candidates so the team can plan the day in 10 to 15 minutes.

What data does Morning Huddle include?

Office production and collections, doctor and hygiene production by provider, treatment plans created that day with scheduled versus unscheduled breakdown, and SRP follow-up opportunities with contact lookup.

How does Morning Huddle run each day?

You approve one run in Hive Dental Flow. That approved method becomes the recipe. It then runs on a schedule, fills in live practice data, and emails the report the same way every time.