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Improvement

Updated morning brief grouping

The morning brief now groups unconfirmed visits, open chairs, and follow-ups so the team can work top-to-bottom.

Daily BriefSchedule

Front-desk teams asked for a quieter brief that mirrors how they actually run the morning huddle.

  • Unconfirmed visits cluster at the top with the patient and provider.
  • Open chair time is grouped by operatory instead of mixed into the visit list.
  • Follow-ups owed today now sit in their own block so nothing slips.

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