Your whole day, in 15 minutes.
An automated daily briefing that gives your dental team everything they need for a focused morning huddle — yesterday’s production, today’s game plan, and tomorrow’s preview.
Smile Dental
2026-04-10 · America/Chicago
Daily Goal
$8,500
Overdue
47
Unsched. TX
12
Open Slots
5
Provider Schedule
$6,630 / $8,500
Open Slots
5 slots · 210mDr. Chen
45 min
11:00 AM
to 11:45 AM
Dr. Patel
60 min
2:00 PM
to 3:00 PM
Dr. Kim
30 min
3:30 PM
to 4:00 PM
Yesterday
108%Production
$9,240
New Patients
3
Tomorrow
Total
22
Confirmed
18
108%
Practices that huddle outproduce those that don't by 30%
But most morning huddles fail — someone forgets to pull reports, the data is stale, and 15 minutes turns into 45. Morning Brief automates the prep so your team can focus on the conversation, not the spreadsheets.
Five sections, one focused huddle
Every morning, your team gets a complete daily briefing covering what happened, what's ahead, and where the opportunities are.
Yesterday's Recap
Total production vs. daily goal, per-provider breakdown, no-shows, cancellations, estimated lost revenue, and new patients seen.
Today's Schedule
Full schedule grouped by provider with time, patient, and type. Flags for new patients, unconfirmed appointments, and production goal progress.
Tomorrow's Preview
Appointment count by provider, confirmation status breakdown, and unscheduled family members of tomorrow’s patients.
Opportunities
Overdue recall patients, unscheduled treatment plans with no future appointment, and open slots your team can fill today.
Team Motivation
Goal achievement visualization with a streak counter that tracks consecutive days your team hits the daily production target.
Email & SMS Delivery
Automatically deliver the brief to your team at your chosen time each morning — via email, text message, or both.
Set it once, run it every morning
Set your daily goal
Enter your practice's daily production target and choose when you want the brief delivered — most teams pick 6:30 AM.
Add your team
Add email addresses and phone numbers for everyone who should receive the brief — doctors, hygienists, office managers.
Huddle in 15 minutes
Your team reviews the brief together each morning. No prep, no spreadsheets, no wasted time. Just a focused, data-driven huddle.
Why morning huddles matter
~30%
Higher production in practices that huddle daily
15 min
All it takes to align your team for the day
$0
Prep time — the brief generates itself
6:30 AM
Delivered before your team walks in
Benefits for your practice
Save 30+ minutes daily
No more pulling reports, checking unconfirmed appointments, or manually reviewing yesterday’s numbers.
Increase production
Goal tracking and opportunity spotting help your team identify and capture revenue that would otherwise be missed.
Reduce no-shows
See unconfirmed appointments at a glance so your team can proactively reach out before it’s too late.
Align the whole team
Everyone — from the front desk to the back office — starts the day on the same page with the same data.
Build momentum
The streak counter gamifies daily goals. Teams love competing to keep the streak alive — and production follows.
Mobile-friendly
Review the brief on your phone over coffee. The in-app dashboard, email, and SMS are all designed for quick consumption.
Start every morning
with a game plan
Morning Brief is included free with your Savvy Agents subscription. Set your goal, add your team, and start outproducing the competition.