Introducing Daily Huddle: Real-Time Enrollment Visibility for Your Care Team
Most care teams start the day with good intentions and end it wondering what slipped through. A wellness appointment that didn't get a recommendation. A pet that was eligible but never got the conversation. By the time you notice, the day is over.
Daily Huddle changes that. It's a new feature in the Nest desktop app that gives your team a live view of enrollment progress throughout the day, so you can catch missed opportunities while there's still time to act.
The result: every eligible pet gets a fair shot at the right wellness plan, and your team stays aligned on the goal without extra meetings or manual schedule reviews.

What Daily Huddle Shows You
Daily Huddle surfaces five key metrics in a single view, updated in real time as your day unfolds.
Appointment Overview
Total wellness appointments scheduled for the day.
Recommendations
How many care plan recommendations your team has made.
Enrolled
Pets enrolled in a wellness plan that day.
Missed
Wellness appointments where no recommendation was made.
Appointment Status
Per-appointment status: missed, ongoing, recommendation made, enrolled, or awaiting.
You can filter to wellness appointments only or view your full schedule. Either way, the status of every appointment is visible at a glance, so nothing requires digging through notes or asking around.
How Care Teams Are Using It
Daily Huddle fits naturally into two moments that most veterinary teams already have.
Morning Huddle
Pull up Daily Huddle at the start of your shift. Instead of scrubbing through the schedule to identify wellness plan candidates, your team sees them immediately. You can walk into the day knowing exactly which appointments are in scope and what the goal looks like.
Mid-Day Check-In
Use it as a quick pulse check between appointments. Are you on track to hit your daily enrollment goal? Where are the gaps? What feedback are you hearing from pet parents about the wellness plan conversation? A 30-second look gives you enough to course-correct before the afternoon fills up.
The pattern it creates: teams that review progress mid-day catch missed recommendations before they become end-of-day regrets. Visibility drives accountability, and accountability drives enrollment.
Why It Matters for Enrollment Performance
Wellness plan enrollment is a daily discipline, not a monthly initiative. The teams that consistently hit their goals share one thing: they know where they stand throughout the day, not just at the end of it.
Without that visibility, missed appointments compound quietly. One skipped recommendation is easy to overlook. Ten across a week starts to show up in your enrollment numbers. Daily Huddle makes the invisible visible, early enough to do something about it.
It also makes wins easier to celebrate. When your team enrolls three pets before noon, they can see it. That kind of real-time feedback reinforces the behavior that drives results.
Try It Today
Daily Huddle is available now in the Nest desktop app. Log in and look for Daily Huddle in your dashboard.
Daily Huddle is designed to help you and your team stay aligned, catch missed opportunities early, and celebrate wins in real time.
Heart + Paw built a fully personalized pet care plan program across 29 veterinary hospitals
Read how Heart + Paw built pet care plans tailored to every pet's age, health history, and lifestyle and launched them at 29 hospitals in 10 states.
Read case study“At Heart + Paw, we believe preventive care should be personalized, transparent, and designed to support healthier pets, not bundled around unnecessary services.”
29
Veterinary hospitals in 10 states
6
Pet plan tiers per location, tailored at every visit





