AI-powered workspace for office managers
Sign in to open your practice's work queues.
Preview with sample data. Sign-in is switched off here, and nothing is saved.
Open items by group. Click one to filter.
Click a slice to filter the table.
Clinical and billing checks on each walkout: doctor's notes, codes, consent. An item is open until the office manager adds a comment.
| Urgency | Audit Date | Patient ID | Practice | Category | Chart Check finding | Office Manager Comment | Status |
|---|
Click a slice to see those open items.
Front desk checks after each visit: balances, insurance, next appointment, documents. An item is open until the office manager adds a comment.
| Urgency | Audit Date | Patient ID | Practice | Category | Desk Check finding | Office Manager Comment | Status |
|---|
Showing only accounts where the central team left a comment that needs office manager follow-up.
| Urgency | Date | Patient ID | PT Name | Practice | Outstanding | Central Team Comments | Office Manager Comments | Status |
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Based on Date Sent — how long claims have been outstanding.
| Aging Bucket | Claims | Submitted $ | Paid $ | Collection % | % of Total |
|---|
All Claims records — Office Manager Comment blank = pending action.
| Urgency | Date Sent | Patient ID | Practice | Insurance | Submitted | Office Manager Comment | Status |
|---|
Click a slice to filter the table.
All Green Light records from the master sheet.
| Urgency | Date of Request | Patient ID | Practice | Insurance | Procedure | Central Team Comments | Office Manager Comments | Status |
|---|
Owners only. Huddle never connects to Practice Books: Practice Books exports the Huddle finance package, and an owner loads it here. Every package is kept as loaded.
Owners only. Huddle never connects to Staff Control, Sling or Gusto: Staff Control exports the Huddle staff package, and an owner loads it here. It feeds Roster, On Time, Staff File and Payday; every package is kept as loaded.
Owners only. Huddle never connects to Staff Control, Sling or Gusto: Staff Control exports the Huddle staff package, and an owner loads it here. It feeds Roster, On Time, Staff File and Payday; every package is kept as loaded.
Owners only. Huddle never connects to Staff Control, Sling or Gusto: Staff Control exports the Huddle staff package, and an owner loads it here. It feeds Roster, On Time, Staff File and Payday; every package is kept as loaded.
Admins only. Huddle never connects to CallRail: your central run builds the package, and you load it here. Each office then sees its own numbers, read-only.
Owners only. Huddle never connects to Staff Control, Sling or Gusto: Staff Control exports the Huddle staff package, and an owner loads it here. It feeds Roster, On Time, Staff File and Payday; every package is kept as loaded.
Pick a scope and date, review each item, then acknowledge.
| Practice | Patient | Funding Date | Bank Credit | Total Tx | Merchant Fee | Paid to Merchant | Activity | Posted Amt |
|---|
Upload the monthly Balances (PTAR) or Claims (Insurance AR) report here instead of editing a shared file. Huddle checks it and keeps it exactly as sent. It reaches the work queues once a second person approves it. Central team: use the upload board to send one file for several practices.
Every upload, newest first. Approved uploads replace the practice's previous report; earlier ones stay on file.
| Uploaded | Report | Practice | File | Rows | By | Checks | Status |
|---|
Huddle is where the central team and the office managers work together. The central team routes every request to an office manager here. Office managers sign in to finish their daily and monthly tasks. This page shows what is waiting, how quickly each office manager answers what is routed to them, and where work is piling up.
The longest-waiting open items. Click one to open it in its queue.
| Waiting | Queue | Practice | Patient ID | Routed |
|---|
Items the central team routed each week, and items office managers answered that week. Last 12 weeks.
What is open now and how long it has waited, plus how fast items are answered in the selected period.
| Queue | Open now | 30–59 days | 60–89 days | 90+ days | Oldest open | Answered | Median response | Within 3 days |
|---|
Open items per practice, worst first. Click a row to open that practice's queue, filtered to open items.
| Practice | Open now | 30–59 days | 60–89 days | 90+ days | Share aged 30+ | Median response |
|---|
Fastest median response first. Response time runs from the day an item was routed to the first time the office manager saved a comment on it in Huddle.
| Office manager | Practices | Routed | Open | Answered | Median response | Within 3 days | Oldest open | Pace |
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Records resolved per person, by the initials saved on each item. Click a card for the detail.
Assigned vs Resolved per scope for a selected date.
Never include patient names or details.