The Morning Meeting Report is a very popular report in Practice Optimizer. It provides an overall status report on your practice, allows you to track progress towards goals, and also allows you to track Provider production. Finally, the Patients Going Inactive Today section is one of the most popular sections providing an actionable item to increase client retention.


You can customize your Morning Meeting Report by adding or removing modules listed in your Morning Meeting Report.


To customize the Morning Meeting Report select the Setting icon on the navigation bar on the left hand side. 


 


 


Next, click on "Customize Morning Meeting Report" listed on the left hand column.


You can select any module you would like to remove on your Morning Meeting Report by clicking the check box in front of the module you want to remove. After making your selections, click Save and your changes will now be saved. Once saved, you can immediately run the Morning Meeting Report again and your changes will be reflected.