The Morning Brief is a popup that appears when you log in each day. It gives your team a quick snapshot of where things stand before the day gets going — without having to dig through the schedule or pull a report.
Appointments booked — appointments scheduled for today
New patients — new patients on today's schedule
Uncompleted patients — patients from today who still need to be seen
Scheduled productions — production value currently on the books for today
The brief card includes an option to open the Full Debrief. The Full Debrief includes:
Unscheduled treatments — patients with accepted treatment that hasn't been scheduled yet
Open slots recap — a look at yesterday's open chair time
Tomorrow's preview — a forward look at what's on the schedule tomorrow
Team motivations — a short note to set the tone for the day
Setting | What it controls |
|---|---|
Send time | When the brief is generated and delivered |
Email delivery | Whether the brief is emailed to your team |
SMS delivery | Whether a summary is sent by text |
Daily production goal | The target used to compare expected production |
Q: When is the Morning Brief generated? At the configured send time and delivered by email or SMS if those are set up.
Q: Why is the brief missing data? The brief depends on synced schedule, patient, and production data. If a connection is stale or data hasn't synced, the brief may be limited.
Q: Can different people receive the brief? Yes. Add the right email addresses or phone numbers in Morning Brief settings.
