<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=449369752787427&amp;ev=PageView&amp;noscript=1"> Skip to main content

Start every day knowing exactly what it takes to hit your goals.

Flex’s Huddle Report pulls your Open Dental data into one daily view, so your team walks into every morning meeting prepared instead of reactive.

Schedule a Demo See Pricing
Live in two weeks · No data migration · Complimentary team training
Flex Morning Huddle Report for Open Dental Practices

WHAT IT DOES

Your morning huddle is only as good as the information behind it.

Without organized daily reporting, teams find out about pre-med requirements, aging balances, and treatment plan opportunities when the patient is already in the chair. That's not a huddle, that's a scramble. Flex's Huddle Report compiles the day's patient specifics, yesterday's performance against your production goals, and outstanding follow-up items directly from Open Dental.

Instead of digging through multiple screens before the day starts, your team opens one report and sees what matters. It turns a five-minute morning meeting into a real planning tool, so your practice catches opportunities and special needs before they become problems, and everyone starts the day aligned on the same targets.

Huddle graph image

HOW IT WORKS

Flex builds the huddle for you, automatically.

  1. Flex pulls from your Open Dental schedule and patient data

    The Huddle Report gathers balances, recall status, treatment codes, pre-med requirements, and aging claims for the day’s patients directly from Open Dental.

  2. Your team reviews one report instead of five systems

    Daily metrics show yesterday’s production and collections against goal, so today’s huddle starts with real context instead of guesswork.

  3. Your team assigns follow-through and tracks progress

    Notes and action items from the huddle get captured in the report, and month-to-date progress against targets stays visible so nothing slips between meetings.

WHAT’S INSIDE HUDDLE REPORT

Everything your team needs before the first patient sits down.

Patient specifics

See balances, recall status, treatment codes, and pre-med requirements at a glance for every patient on the schedule.

Daily metrics

Compare yesterday’s production and collections to goal so today’s plan is based on where you actually stand.

Progress tracking

Monitor month-to-date performance against targets so small daily adjustments add up instead of waiting for a month-end surprise.

WHY FLEX

Built exclusively for Open Dental. That's not a feature — it's the foundation.

Deeper than any integration

Flex doesn't connect to Open Dental — it works alongside it. Every action syncs automatically. Nothing to export, import, or manually update.

Built by people who use Open Dental

Flex was founded by a practicing dentist who ran her own Open Dental practice. Every feature was built to solve a real problem she lived.

Up and running in two weeks

~1 hour install. 2-hour complimentary team training. No downtime, no data migration. From demo to live without disrupting your practice.

Authorized
Integration Vendor

image-3

Ready to stop finding out about patient needs after they’ve arrived?

Flex’s Huddle Report gives your team one daily view of patient specifics, performance, and follow-up items, pulled straight from Open Dental so every morning starts prepared.
Schedule Your Demo

Typically responds within 1 business day · No credit card required

FREQUENTLY ASKED QUESTIONS

Questions about Huddle Report

A huddle report is a daily summary your team reviews before patients arrive, covering patient needs, outstanding follow-ups, and performance against production goals. Flex builds this automatically from your Open Dental data instead of requiring someone to pull it together by hand.

It includes patient balances, recall status, treatment codes, pre-med requirements, aging claims, pending approvals, and yesterday's production and collection numbers compared to your goals, all organized into one report.

No. It gives your morning meeting something to work with. Instead of spending the huddle hunting for information, your team spends it discussing patients and assigning follow-through.

Yes. The report shows month-to-date performance against your targets, so your team can see whether daily numbers are on pace and make adjustments before the month ends instead of after.

No. Flex pulls directly from your Open Dental data, so the report reflects your actual schedule, balances, and production numbers without anyone compiling it manually.

Have more questions? Visit our Help Center