Note: *In order to add and edit goals, you will need to have the Settings Permission enabled. If you do not have access to Settings, refer to an admin team member in your practice to activate this for you or complete this process with you!*
Below is a video tutorial to walk you through how to set your provider's goals: 👇
Need help identifying what your goals should be? Click here to view some helpful hints for creating data driven goals!
How to Add Individual Provider Goals
Step by Step Instructions:
Hover over your initials at the bottom and click on Settings
Access the Team Management tab
Note: If you do not see the Settings option or the Team Management option, this means you do not have permissions enabled to access these features. Refer to an Admin team member, most likely your Office Manager or Doctor, to add these permissions for you or follow these steps in their personal log in. Here is an article with more information regarding user permissions: Adding User Permissions
Click the User that you want to set goals for
Go to the Goals tab and then select the goal you would like to add. This will allow you to type in and save the desired goal
Follow the steps for each goal you would like to add
What is the Production Per Hour Goal?
Production Per Hour (PPH) allows you to view an average of how much money you produce per hour you work!
Production Goals are calculated in Dental Intel based on two simple things:
Production per Hour
Let's say for example that I work 8 hours usually, and I need my daily goal to be $4500... Below is an example of the calculation that Dental Intel makes to determine your goals:
$4500 / 8 = $562.50 per hour
So, with that, I would make my Production per Hour goal $562.50 and then make sure my Scheduled Clinical Hours are set to 8 and Dental Intel takes care of the rest!
It is super important that you have all your Clinical Hours correctly entered and your Production Per Hour goal established. If you need assistance adding Clinical Hours, click here.