Daily

Estimated read time: 5 mins

On a daily basis, the front office has the most of any role that can benefit the most in Jarvis. How is that possible you might ask? This is because of how well Jarvis sorts data that is relevant to those who work behind the front desk. Below is a list of tasks that Jarvis can help you accomplish with your daily work.

Front Office Module

  • Schedule View: Identify Broken Appointments, any due Hygiene Recall, Unscheduled Treatments, and Hygiene reappointments. All this information is broken down into simply tables that you are free to customize and filter as you see fit. All without having to print out a report. Use ... button to track the progress you make when calling your clients. 
  • Tasks view: This view within the Front office module allows you to manage the progress of unconfirmed appointments, new patients,  No Insurance, Missing Data, and Reminders. Explore the content on this page to learn more.
  • Collections View: here you can explore your 30-60-90 day patient balances, copay collections, and much more. Also unique to Jarvis is the over 120 day filter option.
  • KPIs: A great view to get some feedback on how your efforts are making a difference towards the company's goals.
  • Performance: How you can keep track of the reminders you have resolved in Jarvis.

Hygiene Recall

  • Using the Hygiene Recall Module daily can help front office staff to schedule hygiene recare appointments, allowing them to consistently followed up with patient. This tool provides actionable lists of patients who require a recare appointment but have not pre-booked one, helping to keep schedules full and prevent gaps in care. By regularly using the Hygiene Recall Module, front office staff can effectively manage patient follow-ups, keep schedules full, and maintain steady clinic operations. 

Morning Huddle

  • Using the Morning Huddle Module daily is can help your team be well-prepared and informed for the day's activities. This tool enables teams to review performance metrics for yesterday, today, and tomorrow with just a click, eliminating the need for manual report pulling. The information icon allows staff to delve deeper into details, such as identifying yesterday’s patients who need follow-up appointments or today’s patients with unscheduled treatment needs. By using the Daily Scorecard, the team leader can provide clear direction and ensure providers are set up for success by reviewing their scheduled production for the day. Regular use of the Morning Huddle Module helps streamline morning meetings, enhances team coordination, and drives overall clinic productivity.