For Hygienists

Morning Huddle Preparation

Use AI insights for daily huddles.

About This Training

Learn how to use AI-powered insights to prepare for your morning huddle, aligning the hygiene team, doctors, and front desk on key patient opportunities for the day.

OVERJET Morning Huddle Recommended Workflow

1. Pre-Huddle Preparation

Goal: Equip the team with clear priorities for the day using Overjet insights.

  • Pull up Overjet dashboard and filter to today's patient list

  • Identify and flag patients with restorative potential (Red findings), including:

  • Incipient findings

  • Crown DMF >= 50%

  • Recurrent caries on crowns (determine when crown was seated)

  • 2 and 3-surface restorative potential

  • Identify and flag patients with perio potential (Blue findings)

  • Discuss potential implant findings

  • SRP Findings

  • Remind hygienists to evaluate bone levels for EVERY patient, using Overjet to establish baseline and show progression

  • Identify patients due for XRays, Perio Charts, Sealants:

  • BWX Due

  • Perio Charts Due

  • Sealants (if not placed in 3+ years)

  • Perform insurance verification for the above and add to hygiene appointments, if applicable

2. Huddle Discussion

Goal: Align the team on patient priorities, same-day opportunities, and follow-up needs.

Patient-Specific Review

  • Call out patients with high-priority treatment opportunities

  • Review Overjet images for each flagged case

  • Assign roles for patient education and treatment presentation

  • Confirm diagnostic steps to be completed before the doctor exam

Same-Day Opportunity Alignment

  • Highlight patients with treatment that could be completed today

  • Coordinate schedule adjustments to accommodate added procedures

  • Ensure necessary materials, instruments, and team members are ready

Risk and Follow-Up Tracking

  • Note any patients with progression or increased risk per Overjet analysis

  • Align on plan for addressing findings during the visit

  • Confirm recall, follow-up, or re-care intervals for key patients

3. Execution & Follow-Through

Goal: Ensure decisions made during the huddle are acted on throughout the day.

  • Keep the Overjet findings column open in each operatory — this updates in real-time

  • Document decisions made during the huddle

  • Reinforce consistent use of Overjet visuals in all patient conversations