Set Monthly Production Goals


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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