Set Key Performance Indicators


Before running the standard Key Performance Indicator Report. The Indicators must be set. 

1. Click the navigation menu > Management > Providers page

2. Operations toolbar > Set Key Performance Indicators.

3. In the 'Key performance indicators' window:

  1. Select provider to view

  2. Click on MONTH - / WEEK - / DAY - buttons to move dates back 

  3. Click on DAY + / WEEK + / MONTH + buttons to move dates forward. 

  4. Type in the productive hours for each day (Hours per day that are billable to the clients e.g. patient treatment appointments)

  5. Type in the Administration hours for each day (Hours set aside to complete tasks that are not billable to a patient - e.g. meetings) 

  6. Click EXIT 

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