Daily Huddle Agenda

A 10-minute huddle agenda with time boxes and blanks for the day's key items.

Date: Lead: Start: End: (aim for 10 minutes)

TimeTopicNotes
1 minWho is in today / who is out
2 minLook at today's schedule: busy spots, gaps, double-booked or tight times
2 minNew patients today (first names only on shared screens) and who greets them
2 minPatients needing extra attention: balances, forms, paperwork, accessibility needs
1 minOpen slots and who to call to fill them
1 minSupplies, equipment or room issues
1 minOne win from yesterday

Today's goals

Action items

WhatWhoBy when

Keep the huddle somewhere patients cannot overhear. Follow HIPAA (US) / your provincial privacy law (Canada) and your office policy. For anything clinical, follow your dentist's instructions.

A starting point. Adjust it to your office policy.

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