The morning huddle (your Overview)
One screen at the start of the day: today’s chair, who needs a nudge, what came in overnight.
3 min read
The Overview is built around the dental morning-huddle ritual. Every number on it is clickable and lands you on the filtered list it came from.
Today’s chair lists the day’s visits with per-patient flags: ★ first visit, 🎂 birthday, $ outstanding balance, 📝 intake still missing. Attention cards above it surface unconfirmed visits in the next 48 hours, new website leads, and recent form submissions.
If your practice is new, the Getting-started checklist sits on top; it disappears on its own once setup is genuinely done.
The fastest habit to build
Press ⌘K (Ctrl+K on Windows) anywhere and type a patient’s name — patients, their upcoming visits, their conversation threads, and every page in the app are one keystroke away.