Subject: More Huddle Updates released 💪

Hello everyone,


We've released more updates to Teamio Huddle!


👉 Now you can set up Goals in the Huddle Settings for the following:


  • Monthly Net Production

  • Monthly Collection

  • Monthly New Patients


👉 Actual vs Goal visual Charts


Once you have these goals set up, from the Huddle main page, you should be able to see your "Actual vs Goal" charts.



👉 New column introduced for Broken Appointments


Every time an appointment is broken for any patient, we track the lost production as well as the procedures attached to that appointment.


Now you'll be able to see WHEN the apt was actually marked broken and when the actual scheduled appointment was.


Eventually we'll have a way for you to look at your broken appointment stats over a time period to answer questions like the following:


  • how much $ net production did we lose for a time period for a certain Provider?

  • how many broken appointments for a certain patient over a certain time period?

  • and what they're costing you



p.s. don't forget to do a hard-refresh by doing the following (everyone on the team should do this) to make sure you're looking at our latest update:


1) Log out, then 

2) On the log in screen, 

- Hold down Ctrl (Control) + Shift + R, Or
- Hold down Ctrl (Control) + Shift + click the Reload button.



Talk soon,


Nilay