Using the Daily Huddle
Generate a real-time snapshot of your day with the Daily Huddle-organized views of scheduled patients, unscheduled treatment, and important alerts to prepare your team for success.
Daily Huddle gives you a real-time snapshot of all patients scheduled for the day, organized by provider or operatory. This tool helps you and your team prepare for the day ahead with clear visibility into key patient information.
Key Indicators in Daily Huddle:
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X-ray needs:
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Highlighted in pink or purple to identify patients due for updated radiographs.


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Hygiene recall overdue:
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Shown in blue, helping you flag patients who are overdue for routine hygiene visits.

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Miscoded prophy alert:
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Represented by an orange tooth icon, this highlights patients with a history of scaling and root planing (SRP) or periodontal maintenance who are mistakenly scheduled for a standard prophy.

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Columns Display:
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Scheduled codes for today:
View what treatments and procedures are already on the schedule for each patient.
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Unscheduled treatment from the treatment plan:
See pending treatment that has been diagnosed but not yet scheduled.
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AI-predicted findings:
Display conditions identified by Pearl’s AI that have not been addressed in the treatment plan- giving your team a chance to follow up.
Use Daily Huddle to keep everyone aligned, spot scheduling gaps or treatment opportunities, and ensure a productive day for your practice.
Adjusting the view
- The Daily Huddle will generate in the view you have selected for the schedule- Provider or Operatory

- When generating the Daily Huddle, you can select your view to include or exclude full patient names, Initials only, or to include historic opportunities.
