Dashboard
View and share patient care on Videa AI Dashboard during this part of the day.
Daily Huddle
The Dashboard is the daily starting point that brings goals,
opportunities, and patients into one clear view. When you have visibility, clarity follows and clarity drives action
Alignment on priorities/goals on treatment between providers
Provider Business Meeting/Doctor Hygiene Synergy
The Morning Huddle Agenda follows this format.
Yesterday, Today, Tomorrow
Starting with
yesterday allows us to celebrate what went well
and what we want to replicate, while also
identifying what needs to happen for a better
today. Today, discuss opportunities to achieve goals,
convert treatment, say YES, review NP Call
Summaries, and team focuses. Looking ahead minimizes surprises,
clarifies priorities, and gives us time to adjust
before issues arise.
Present treatment to gain case acceptance and complete treatment for your patients TODAY!
10 Step Financial and Firm Financial
Utilize this schedule tool to recover from no shows or cancellations based on your average no show rate.
DRHY Column
Average company-wide is 15-20% which means 1 of 5 patients will no show or cancel same day. That could be the equivalent of 1 added patient in the AM and 1 in the PM.
This feature is ideal for same-day conversions and filling last-minute openings and can be found typed in red.
Unscheduled Treatment
Located on the Daily Dashboard, provides feedback on a subset of treatment planning decisions, based on thresholds set by each provider, using AI-enabled insights already available in Videa.
Core 4 TPP
Doctors define and apply their own treatment planning criteria
Support intentional action and self-accountability Enable consistent, objective coaching conversations
Help team be aligned when preheating patients
Preparation: BAs can view and share goals, Invisalign coverage, and patient balances/credits
Heartbeat Engage
PMO Question: What can you and your team implement to be more consistent with each of the 13 Dots?
PMO Response
13 Dots are a fundamental system for healthy patient flow, consistent patient communication, and
strong case acceptance.
Provide convenience and appointment opportunities for your patients and practice.
DPS Block
Review ________ opportunities (shown in purple) for potential patient care needs.
AI-identified
Core 4 TPP Focus Areas
Crown, Curodont, SRP, Aligners
These categories provide a focused, data-supported
view of how elements of a provider’s broader TPP
philosophy show up in daily practice.
Digital Resources that can be found on the office desktop.
Morning Huddle Report
The Automated Patient Prep (APP) Report
New Patient Call Summary (Service SWOT) Roleplay
*New Pt is scheduling an appointment*
Bonus: 200 pts for obstacle
Are we saying YES and appointing every patient?
What barriers prevent us from saying YES and how can we be open, positive, and mentally flexible?
How well are we connecting and building rapport?
A system with proactive and reactive steps for the schedule.
Schedule Response System
When change occurs, find any NP scheduled out and move them forward. Follow SRS system and use your ASAP process. Remove snow and move patients up to make room for NP opportunities
Align The Team
Roleplay
*Hygienist had a same day cancelation before huddle*
Use the dashboard as a shared
view to coordinate doctor,
hygiene, and front desk efforts.
Become a one-stop clinic for patients and help doctors/hygienists progress toward this status.
Super GP/HP
Encourage supported doctors/hygienists to seek out opportunities to learn from peers and expand their care offerings by attending continuing education or workshops.
PMO Question: What is one thing that goes well during your huddle and what is one thing you want to improve during huddle?
PMO Response
What creates confident day? Preparation
What does preparation do for our patients? Creates a better experience!
What are we preparing to do today? Say YES!
MUSTT Objections to Treatment
Money, Urgency, Sense of Fear, Time, Trust
PMO Question: Now that we have the new patients on the schedule, how will we create the wow and retain them?
PMO Response
What's on The Daily Dashboard?
(Go to image)
Everything needed to plan, align, and adjust the day in one view.
1. Daily Provider Goal
2. Core 4 TPP visibility
3. AI Opportunities
4. Unscheduled Treatment
5. Patient list by provider or operatory
6. Hygiene and Recare indicators
If your Doctor or Hygienist are curious what other providers are achieving on average, they can see this for guidance.
Best Practices for Growth
Follow the YT2 Huddle Format Roleplay
Daily Huddle is where alignment happens. It’s where you come together as a team, including the doctors in the office to review the day, identify gaps early, assign clear ownership, and prepare to take the very best care of your patients.
Connect the Dots Activity (90 Sec)
You may be thinking to yourself “I know the 13 dots”, which may be true, now the challenge, can you do them consistently at a mastery level? Mastery is your personal best, not comparing yourself to others.
Commit to practicing and applying the dots consistently. Pick 1 or 2 to master first as a team that aligns with thrive action plans then pick 2 more until you’ve mastered them all.
The average time to schedule a new patient in a Heartland Dental supported office.
29 Days!
That’s 4x more
than the patient’s expected
timeframe of 5-7 days.