> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxhealth.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Huddle

> The morning meeting view. One day's schedule with what each patient needs.

Huddle is one day of your schedule laid out for the morning meeting: who is coming in, what for, and what is outstanding on each of them before they arrive.

**Overview → Huddle.** Available when the `HUDDLE` feature is enabled.

## What it shows per patient

* The appointment: time, provider, operatory, reason, duration
* Whether they have confirmed
* Whether their [insurance has been verified](/patients/verifications) and what it came back with
* Whether their [forms](/patients/forms) are done
* Outstanding balance, if [billing](/agents/capabilities) is connected
* Anything the agent noted on a recent call

## How practices use it

<Steps>
  <Step title="Step the date to today, before the doors open">
    The date stepper at the top moves a day at a time.
  </Step>

  <Step title="Walk the list top to bottom">
    Each row is one patient. Stop on anything red: unconfirmed, unverified, forms not returned, a balance.
  </Step>

  <Step title="Assign the gaps">
    Someone calls the unconfirmed patients. Someone chases the forms. Someone checks the verification that came back with a problem.
  </Step>

  <Step title="Look at tomorrow before you finish">
    Everything on tomorrow's list is easier to fix today.
  </Step>
</Steps>

<Tip>
  The value of Huddle is entirely in doing it before the first patient arrives. Run at 4pm it is a report; run at 8am it is a plan.
</Tip>

## Related

* [Scheduling](/patients/scheduling): the full calendar
* [Verifications](/patients/verifications): running eligibility ahead of the visit
* [Forms](/patients/forms): sending what is missing