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Walk in knowing.

Name: huddleset
Author: Vinay Pandya

Every morning, huddleset hands your team a plain-language briefing before anyone walks in. Patients with unscheduled treatment. Claims due today. Denial patterns. Who needs a call. When you have a question, just ask. Answers in seconds, not a stack of reports.

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Morning Briefing

Today at a Glance

Tue, Apr 1 · Generated 7:00 AM

Live

Scheduled

$18K

TX Pipeline

Recall Overdue

$3,240

Collections

2 claims must be filed today

Baker, Ronald · James White · $385 total. File before end of day.

File Today

$1,840 same-day treatment opportunity

Alice Fisher (1:30pm) $920 · Marcus T. (12:15pm) $920. Confirm before they arrive.

Confirm Today

⚠

Blue Cross: denial pattern detected

4 CO-29 denials this month. $1,240 exposure. Protocol review needed.

Pattern

Ask Anything

Are we on track to hit our production goal this month?

Dr. Reynolds is tracking 28% below pace. $18,400 vs. $25,500 target with 14 working days left. Today's schedule has 2 open hygiene slots that could help close the gap.

Who owes us money that's been sitting for more than 90 days?

Found 10 patients with balances 90+ days outstanding. Total: $12,350

Patient Balance Phone

Garcia, Jasmine $1,730 724-555-0203

Watts, Lorraine $1,340 412-555-0604

Fleming, Sandra $1,305 412-555-0606

Bradley, Douglas $1,235 724-555-0190

Henderson, Jerome $1,200 570-555-0504

+ 5 more ... ...

Download CSV

Ask a question about your practice...

The Problem

Every morning starts the same way.

Run six screens. Check the printed sheet. Piece it together. By 9:30am the day is moving and you are still catching up.

8:47am · Before HuddleSet

The filing deadline you almost missed. The patient walking in at 8:30 with $800 in unscheduled treatment. The denial pattern that has been quietly leaking revenue for three months. All of it sitting in your system. None of it surfaced. Until now.

Ask anything. Get an answer.

Type a question in plain English and get an answer in seconds. Which provider had the most unscheduled treatment last month? What is our collection rate on Aetna claims? No reports. No filters. Just the answer.

Real-time reads

huddleset connects directly to your practice management system and reads your data as it happens. Not once a day, not on a timer.. What changed five minutes ago is already in your briefing.

A briefing, not a dashboard

Filing deadlines, same-day treatment opportunities, denial patterns, overdue recalls, pacing against goal. All in plain language. No charts to interpret. No dots to connect yourself.

Built for the whole team

The office manager and the practice owner walk in with the same picture. Same priorities. Same urgencies. Same opportunities. No more spending the first hour getting everyone on the same page.

What It Looks Like

Your morning briefing.

Ready before you walk in. No reports to run, no screens to piece together.

Morning Briefing

Tue, Mar 31 · Generated 7:00 AM

Live

Scheduled

$18K

TX Pipeline

Recall Overdue

$3,240

Collections

2 claims must be filed today or the window closes

Baker, Ronald (Aetna, $175) · James White (Blue Cross, $210) · $385 total. Verify eligibility and submit before end of day.

File Today

$1,840 same-day treatment opportunity on today's schedule

Alice Fisher (1:30pm) $920 across 2 unscheduled items · Marcus T. (12:15pm) $920 across 2 items. Plans are ready, confirm before they arrive.

Confirm Today

Ian Wallace arriving at 8:30am, worth a 60-second conversation

Denied claim ($380) + 90-day overdue recall + $420 unscheduled treatment. One outreach handles all three.

High Value

⚠

Blue Cross: 4 denials with same CO-29 code this month

$1,240 total exposure. Likely a pre-auth documentation issue. Worth a protocol check before submitting more claims.

Pattern Detected

Ask Anything

Stop running reports.
Just ask.

Every answer you need is already sitting in your practice data. Getting to it used to mean running report after report and doing the math yourself. Type a question. Get the answer.

No SQL. No filters. No report builder.

Answers in seconds and minutes, not hours.

Ask follow-ups just like a conversation.

Are we on track to hit our production goal this month?

Dr. Reynolds is tracking 28% below pace. $18,400 vs. $25,500 target with 14 working days left. Today's schedule has 2 open hygiene slots that could help close the gap.

Who owes us money that's been sitting for more than 90 days?

Found 10 patients with balances 90+ days outstanding. Total: $12,350

Patient Balance Phone

Garcia, Jasmine $1,730 724-555-0203

+ 9 more ... ...

Download CSV

Ask a question about your practice...

How It Works

Up and running in minutes.

No IT department. No lengthy onboarding. Connect your PMS and go.

Connect your PMS

We use a secure read-only connection to your practice management system. Works with Open Dental, Dentrix, Eaglesoft, Curve, and more. Nothing in your system changes.

We read your data in real time

huddleset monitors your practice data continuously. Claims, scheduling, treatment plans, collections. What changes gets surfaced. Nothing slips through.

Walk in already knowing

Your briefing is ready before you arrive. Ask questions any time during the day and get plain-language answers from your own data. No reports. No math.

Security & Privacy

Your patient data stays yours.

huddleset uses a read-only connection to your practice management system. We never write to your database, never store patient records, and never share your data with third parties.

HIPAA Compliant

Built with HIPAA requirements at the core. PHI is never stored or transmitted outside your environment.

Read-only access

We only read your data. Never write to it. Your PMS remains exactly as it is.

No data sharing

Your practice data is never sold, shared, or used to train models outside your account.

Who's Building This

Vinay Pandya

14 years building dental practice management technology. Vinay led digital transformation across 50+ multispecialty dental locations and spent his career at the intersection of dental operations and software. huddleset came directly from watching practices sit on data they could never easily read.

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