October 8, 2018

How to Use Insights to Power Up Your Team Huddles and Boost Production

Lack of a clear direction is why many practices never see double-digit growth.

But hallelujah, we have a solution to solve this problem. Our latest release for BlueIQ, Insights, was designed to help you optimize your morning huddles so each member of the team can identify and act on opportunities to grow or preserve production that day. See how Insights works below.

If you are a current BlueIQ user, watch the how-to video below to start using Insights today to power up your morning huddles and boost production!

Uh oh, not a current BlueIQ user? Don't be embarrassed, you can learn more about BlueIQ today: CLICK HERE

How to Use Insights for Practice Growth

Insights provides your team with a simple display of the day’s schedule to review key metrics and specific appointments that need attention. With Insights, every member of the team understands what actions they can take that day to build growth.

HOW EACH TEAM MEMBER CAN USE INSIGHTS:

Team Leader: In morning huddles, a team leader using Insights can focus the team on appointments that require action or provide instruction to an individual team member for a specific appointment.

BlueIQ-Patient-Insights-Appointments-Dental-Image

Team Member: Each team member, based on their role in the office, can use Insights to export patient lists and actions required for those patients pertinent to their role.

BlueIQ-Patient-Insights-Dental-Image

Practice Owner: Using Insights, you can spot where production is slipping through the cracks. You can identify the patients who left the practice without their next cleaning scheduled or with an account balance, new patients without a “next appointment,” family members of today’s patient without a recare appointment, and much more.

BlueIQ-Patient-Insights-Production-Dental-Image

WATCH VIDEO: How to Use Insights - DENTAL

WATCH VIDEO: How to Use Insights - CHIRO

Want Additional Resources?

Join our BlueIQ Support Community on Facebook for how-to videos, sneak peeks, and more. Ask questions, find answers and connect with our community of BlueIQ users!

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