How to Use Today’s Huddle and Yesterday's Scorecard

Available to all Flex users. Currently in Beta.

Today’s Huddle displays on the Flex homepage every time you log in, giving your team a real-time view of the day’s most important practice metrics. This guide covers the six huddle metrics, Yesterday’s Scorecard, how to assign tasks, view available options, and answers to frequently asked questions.

Note: Before you begin, Huddle access is required to view notes on the Flex homepage. To update a user’s permissions, visit this article: How Do I Change User's Permissions?↗️

Your Data at a Glance

Today’s Huddle displays four metrics for the current day. 

• New Patients: Patients scheduled to visit your practice today for the first time.
• Production ($): The production scheduled for today, after adjustments and write-offs are calculated.
• Recare Not Scheduled: Patients whose recall interval is past due and do not have a future recare appointment on the schedule.
• Patients with Unscheduled Treatment (Tx): Patients coming in today who have treatment planned but not yet scheduled.

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Using Today’s Huddle

Assign Tasks with Show Me buttons

These buttons appear on the Flex homepage and within the metrics of Yesterday’s Scorecard.

Flex homepage

Yesterday's Scorecard

Assign tasks using the steps below:

1. Select Show Me on any scorecard to see a list of patients that make up that metric. 
2. Choose Assign to designate a team member for follow-up.
3. To send the full patient list to a specific team member instead, choose Assign All.

Learn more about managing and creating tasks in this guide: How to Create, Assign, and Resolve User Tasks↗️

Viewing Yesterday’s Scorecard

Select Yesterday’s Scorecard from Today’s Huddle to open a full performance breakdown.

Yesterday’s Scorecard displays six metrics for previous day by default, with the option to navigate to any date in the past.

• Production ($): Total production for the selected day.
• New Patients: New patients seen on the selected day.
• Case Acceptance: The percentage of treatment codes presented on the selected day that resulted in another scheduled appointment.
• Missed Appointments: Appointments that were not kept on the selected day.
• Hygiene Reappointment: The percentage of hygiene patients who left with a future appointment scheduled.
• Collection Rate: The percentage of production collected on the selected day.

Navigating Dates

1. Click the left arrow to scroll back one day at a time.
2. Use the right arrow to advance one day at a time. Yesterday is as far forward as you can go on the scorecard.
3. Select the calendar icon, to view a specific date.
4. To return to the Flex homepage, select the back arrow in the top left corner of the scorecard.

Additional Options

1. Get More Insights
   • Select Get More Insights on Today’s Huddle to open your Insights Dashboard. Insights are user-specific↗️. If you do not have access to analytics in Flex, contact your practice Administrator.
2. Tasks
   • Select Tasks in the top right corner of Today’s Huddle to view all assigned items in the Tasks panel. For a full overview of user tasks in Flex, see: Tasks List Overview↗️

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Frequently Asked Questions

1. Does Today’s Huddle require any additional setup? 
   • Today’s Huddle uses your existing Open Dental data and displays automatically on login. Permissions are required↗️ to access the Huddle Report and Huddle notes on the homepage. Once access is granted, no additional action is required.
2. How is Today’s Huddle different from Yesterday’s Scorecard?
   • Today’s Huddle displays real-time metrics for the current day. 
   • Yesterday’s Scorecard includes additional metrics and shows a full performance breakdown for all previous days.

💡Pro Tips for Success:

• Select Show Me on metrics like "Recare Not Scheduled" or "Patients w/ Unscheduled Tx" at the start of the day to assign tasks and build your team’s outreach list before the day gets busy.
• Review Yesterday’s Scorecard during your morning huddle to set the tone for the day as a team.

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Next Steps

➡️How to Create, Assign, and Resolve User Tasks

➡️Analytics - Insights by Flex

➡️Huddle

You’re all set!

If you found this information helpful, please like and/or comment below!

If you have questions, please contact Flex Support.

Thank you!