What to Cover in a Morning Meeting

A lot of dental teams start the day with a morning “huddle” meeting. But it can't just be a matter of going through the motions – and it shouldn't just be one person speaking. An effective morning meeting is crisp and targeted in its focus, but invites contributions from anyone. And it should have an agenda that includes the following:

A review of selected patient cases. If you and your team are working in a truly interdependent and collaborative way, you will be conferencing with them on selected cases of interest and giving them insight into your treatment planning process. This is the time to review what you have discussed for these cases.

A rundown for every patient that day. Do they have any unaccepted treatment need? How has it been communicated already? What is their retention and appointment history? Does anyone on the team know something about this patient that we all should know?

A “special moments” update. Is a patient having a birthday? Has someone invited a friend or relative to the practice recently? Is a patient completing a major procedure? Make sure everyone knows and is prepared to celebrate as a team when that patient is there.

An effective morning meeting is all about achieving the right level of engagement by drawing everyone's attention to what's significant that day. It's an important tool for guiding energies in the best way, but it won't mean much if you don't also have the right follow-up. That's why, in tomorrow's post, we'll talk about the agenda for the end-of-day meeting.