Put Huddle on your home screenIn Safari, tap Share (it may be under ···), then Add to Home Screen.
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. Open until you add a comment.
| Urgency | Audit Date | Patient ID | Practice | Category | Chart Check finding | Office Manager Comment | Status |
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Click a slice to see those open items.
Front desk checks after each visit. Open until you add a comment.
| Urgency | Audit Date | Patient ID | Practice | Category | Desk Check finding | Office Manager Comment | Status |
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Accounts where the central team needs your follow-up. Open until you add a comment.
| Urgency | Date | Patient ID | Practice | Outstanding | Central Team Comments | Office Manager Comments | Status |
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How long claims have been out, from the date sent.
| Aging Bucket | Claims | Submitted $ | Paid $ | Collection % | % of Total |
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Every claim sent. Open until you add a comment.
| Urgency | Date Sent | Patient ID | Practice | Insurance | Submitted | Office Manager Comment | Status |
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Click a slice to filter the table.
Pre-determinations and pre-authorizations. Open until you add a comment.
| Urgency | Date of Request | Patient ID | Practice | Insurance | Procedure | Central Team Comments | Office Manager Comments | Status |
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Owners only. Every morning Huddle reads the months Practice Books marked final, read-only; a package file still loads here too. Every package is kept as it arrived.
Owners only. Huddle reads the staff data from the NJ Staff Cauldron every Sunday at 6 AM (read-only there; never Sling or Gusto). Pull now to refresh it sooner. It feeds Roster, On Time, Staff File and Payday; every pull is kept.
Owners only. Huddle reads the staff data from the NJ Staff Cauldron every Sunday at 6 AM (read-only there; never Sling or Gusto). Pull now to refresh it sooner. It feeds Roster, On Time, Staff File and Payday; every pull is kept.
Owners only. Huddle reads the staff data from the NJ Staff Cauldron every Sunday at 6 AM (read-only there; never Sling or Gusto). Pull now to refresh it sooner. It feeds Roster, On Time, Staff File and Payday; every pull is kept.
Owners and admins only. Huddle reads each practice's closed month from CallScope (the CallRail connector) on the 2nd of the month, totals only, and never writes to it. A package from your central run still loads here too. Each office then sees its own numbers, read-only.
Owners only. Huddle reads the staff data from the NJ Staff Cauldron every Sunday at 6 AM (read-only there; never Sling or Gusto). Pull now to refresh it sooner. It feeds Roster, On Time, Staff File and Payday; every pull is kept.
Pick a scope and date, review each item, then acknowledge.
| Practice | Patient ID | Funding Date | Bank Credit | Total Tx | Merchant Fee | Paid to Merchant | Activity | Posted Amt |
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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 |
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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 |
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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 |
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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 |
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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.