Morning Huddle Sheet for Dental and Orthodontic Offices (Free Printable)
By Blake Hickey, founder of Double Jaw Marketing. For practice owners, office managers and the whole team. Updated October 24, 2026.
The top jaw of the Double Jaw Method is the thinking. Inside an office, a lot of that thinking happens in the first ten minutes of the day. The tone the team starts with is the tone the phone gets answered in.
This sheet runs a short morning huddle: who is coming in, which calls need a callback, who owns what, and how the team wants the day to feel. Print one per day, fill it in standing up, and keep it at the front desk.
Ten minutes, same time every morning, before the first patient. One person leads and writes. Everyone else answers out loud. Keep patient details to first names or initials, and keep the sheet out of patient view.
Why it's a top jaw sheet
Top jaw work is deciding before doing. A huddle is the team deciding, together, what today needs before the phones start.
What the bottom jaw gets from it
When the morning is clear, the action part of the day runs better: calls get answered the same way, follow-ups do not slip, and reviews and referrals get asked for on purpose instead of by luck.
Morning huddle sheet
One page per day. Put your logo in the box and print a stack.
Print it, or choose Save as PDF in the print window. Only the sheet prints, on US Letter paper.
Led by: [Name]
Date: [Date]
Morning huddle
Ten minutes, before the first patient. Top jaw first: decide the day, then go do it.
Today's tone
| One word for today How we want patients to feel |
|---|
Today's schedule
| New patients First names or initials, time, who greets | |
|---|---|
| Consults and big cases What each one needs ready | |
| Open time to fill Slots, and who we call for them |
Callbacks from yesterday
| Calls, forms and texts Who calls back, by what time |
|---|
Who owns it today
- Phones at lunch: ________
- Greets new patients: ________
- Asks for reviews at checkout: ________
- Sends referral thank-yous: ________
- Checks web forms at noon: ________
Wins and one fix
Morning huddle sheet, from Double Jaw Marketing, doublejawmarketing.com. Keep patient details to first names or initials and keep this sheet out of patient view. General marketing information, not legal or medical advice.
Blake builds them with your logo, your case types and your team's roles, as part of a Method Plan. It starts with a free 15-minute Method Review. Book a Method Review
