Set Monthly Production Goals

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Enter the goals set for each provider per month. Even though the Production Statistics report will still generate without goals entered, it is recommended to set the goals for a more beneficial report. 

  1. Click the navigation menu > Management > Providers page

  2. Operations toolbar > Set Monthly Production Goals

    1. Now Viewing Provider: Select the Provider
    2. Product Goal: Enter the goal for each month
    3. Time Norm Per Day: Enter the usual clinical hours
    4. Year -: Click to view previous periods
    5. Year +: Click to plan upcoming periods
    6. Click OK
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