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Setting up goals correctly in Dental Intelligence ensures your data tells the right story. It all starts with accurate Clinical Hours, followed by realistic Provider Goals, and finally, aligned Practice Goals. When these three layers are set up together, your dashboards provide a clear, reliable view of your practice’s performance and potential.
1. Set Clinical Hours (the foundation of all goals)
Clinical Hours represent each provider’s scheduled chair-side time — the hours they’re available to see patients. These hours are essential for accurate goal calculations across your Analytics module dashboards.
Why Clinical Hours matter
Production Per Hour ("PPH") depends on how many hours a provider actually works.
If Clinical Hours are missing or incorrect, provider and practice goals can’t calculate properly.
Missing or blank hours are the most common reason a production goal doesn’t display.
How to set Clinical Hours
Click on the gear icon (Settings) in the upper right corner
In the Practice Setup tab, click Clinical Hours
Select a provider
For each working day, enter their scheduled hours
Click Schedule to enter hours
Click Off for non-working days
Use the repeat schedule option if the provider’s hours are consistent weekly
Review regularly — update whenever schedules change
Troubleshooting tip: If a goal isn’t showing, check that every weekday has a value (hours or “Off”). Blank days block calculations.
2. Set Provider Goals (align individual performance)
Once Clinical Hours are in place, you can create specific goals for each provider. These individual goals help you measure performance and drive accountability across the team.
You can set Provider Goals for the following metrics:
Metric | Definition |
Production per Visit | Production per Visit (PPV) measures how much production a provider generates per patient visit. It’s calculated by dividing a provider’s total gross production by their total number of patient visits. The primary provider for a visit receives credit for that visit, while secondary providers may receive production credit without the visit being counted toward their total. |
Production per Hour | Production per Hour measures how much production a provider generates for each hour of clinical time. It’s calculated by dividing the provider’s total gross production by their actual clinical hours (set in the Clinical Hours feature). This metric helps identify profitability and efficiency—showing how productive a provider is during their scheduled time—but should be reviewed alongside Production per Visit to understand whether low numbers reflect scheduling patterns or provider performance. |
Production per Day | Production per Day shows the average amount of production a provider generates on days when procedures are completed. It’s calculated by dividing the provider’s total production by the number of days that production was marked complete. This metric helps measure daily efficiency and is most useful when viewed over a week or longer to identify trends and set realistic future production goals. |
Same Day Production % | Same Day Production % measures how much of a provider’s or practice’s total production comes from treatment that was not scheduled prior to the day of the appointment but was completed that same day. It includes any unscheduled patients seen and treated that day. To ensure accurate tracking, make sure all planned treatments are attached to the patient’s schedule in advance—otherwise, routine procedures like prophies could be mistakenly counted as same-day production. |
Hygiene Re-Appointment % | Hygiene Re-Appointment % measures the percentage of hygiene patients who schedule their next hygiene visit before leaving the office on the same day as their current hygiene appointment. Hygiene visits are identified by completed ADA procedure codes on the patient’s ledger, including D1110, D1120, D4341, D4342, D4355, D4910, D4921, D4999, D6080, D4346, and D6081. A higher Hygiene Re-Appointment % indicates strong patient retention and proactive scheduling—helping maintain a steady flow of returning patients, ensuring consistent exams and treatment opportunities, and reducing the need for manual follow-up calls. |
New Patient Hygiene Re-Appointment % | New Patient Hygiene Re-Appointment % measures the percentage of new patients who schedule their next hygiene visit before leaving the office on the day of their initial hygiene appointment. Hygiene visits are identified by completed ADA procedure codes D1110, D1120, D4341, D4342, D4355, D4910, D4921, D4999, D6080, D4346, and D6081. This metric helps practices understand how effectively new patients are being added to the continuing care program—an essential factor in driving long-term patient retention and achieving sustainable growth. |
Patient Presented % | Patient Presented % measures the percentage of unique patients seen who had new treatment added to their treatment planner or completed same-day treatment that wasn’t previously scheduled. A patient is counted as “seen” when walkout codes are recorded on their ledger and linked to a valid provider profile in Analytics. This metric highlights how effectively your team—dentists, hygienists, and assistants—identifies and presents needed treatment during appointments, helping reveal which team members are driving case presentation success and where additional training may be beneficial. |
Patient Acceptance % | Patient Acceptance % measures the percentage of patients who were presented with treatment and agreed to all or part of it on the day of their appointment. This includes treatment added to the planner and scheduled for the future or completed the same day. Tracking acceptance by individual team members and treatment teams helps identify top performers, understand their impact on patient decisions, and replicate successful presentation strategies across the practice. |
Avg. Accepted $ per Patient | Average Accepted $ per Patient measures the average dollar amount of treatment that patients accept. It’s calculated by dividing the total accepted treatment dollars (scheduled or completed same-day) by the number of unique patients who accepted treatment. This metric helps practices understand the effectiveness of treatment presentation at the patient level and identify providers or team members who excel at securing patient acceptance, as well as areas for improvement. |
Avg. Treatment Presented | Average Treatment Presented measures the average dollar amount of treatment presented per unique patient. It’s calculated by dividing the total presented treatment dollars by the number of patients who had treatment presented. Monitoring this metric by provider helps identify who is effectively presenting needed or elective treatment and highlights opportunities for training or replicating best practices across the team. |
Avg. Treatment Accepted | Average Treatment Accepted measures the average dollar value of treatment that patients agree to, either by scheduling it for the future or completing it the same day. It’s calculated by dividing the total accepted treatment dollars by the number of unique patients who accepted treatment. This metric helps practices evaluate how effectively providers and team members are presenting and securing patient treatment. |
Treatment $ Acceptance % | Treatment $ Acceptance % measures the percentage of total treatment dollars accepted out of the total dollars presented to patients. It includes both treatment added to the planner and scheduled for the future, as well as same-day completed treatment. Tracking this metric helps identify top-performing team members, highlight training opportunities, and ensure patients are receiving the care they need while increasing overall practice production. |
Why Provider Goals matter
They determine how each provider contributes to your overall practice production.
Metrics like Production Per Hour (PPH) and Production Per Visit (PPV) help evaluate efficiency and case acceptance.
Provider goals directly inform the Auto-Calculated Practice Production Goal (if you enable that setting).
Reference the Industry Benchmarks below to better determine Provider Goals:
How to set Provider Goals
Click on the gear icon (Settings) in the upper right corner
In the Users tab, choose the provider that you would like to set goals for by clicking on the 3-dot menu and then click Edit
In the Goals section, click Create Goal or Edit to enter target goals for each metric
Example: If Dr. Smith works 8 hours/day and should produce $4,000 daily, the Production per Hour goal = $500
When finished, click Save
Did you know? You can also set Provider Goals directly in the Provider Pulse. Learn more.
Best practices
Ensure Clinical Hours are correct before saving — goals depend on those hours
Use past performance (3–6 months) to set realistic, motivational targets
Review results regularly in Provider Pulse or Performance Board dashboards
3. Set Practice Goals (unify your targets)
With accurate Clinical Hours and Provider Goals in place, you’re ready to set — or calculate — your Practice Goals. This gives your entire team a shared objective and allows you to track performance as a whole.
Why Practice Goals matter
They combine all provider goals into one clear practice target.
Auto Calculated Goals use each provider’s Clinical Hours and PPH to generate totals automatically.
Practice goals help you track whether your team is pacing toward your monthly and yearly objectives.
How to set Practice Goals
Click on the gear icon (Settings) in the upper right corner
In the Practice Setup tab, click Practice Goals
Goals are separated into 3 categories: Monthly Goals, Percentage Goals, and Other. For each goal, click on the goal tile and enter your target
Tip: Click the small “ℹ️” (info) icon inside each tile to get a clear explanation of what each goal metric means and where it appears.
Once you've set your goal, click Save
If you’d like Dental Intelligence to calculate your Production goal automatically, you can turn on the Auto-Calculate From Provider Goals option for that metric
Review and adjust goals periodically to reflect any schedule or team changes
Track goal progress in your Performance Board
Did you know? You can also set Practice Goals directly in the Performance Board and Collections Board.
How It All Connects
Step | Component | Purpose | Key Dependency |
1️⃣ | Clinical Hours | Defines working time for each provider | Must be complete for calculations |
2️⃣ | Provider Goals | Sets individual performance targets | Relies on Clinical Hours |
3️⃣ | Practice Goals | Combines provider targets for total goal | Relies on Provider Goals & Clinical Hours |
Example workflow
Dr. Smith works 32 hours/week.
You set a Production per Hour goal of $500 → weekly goal = $16,000.
Dr. Jones works 24 hours/week at $450/hour → weekly goal = $10,800.
Auto-Calculated Practice Production Goal = $16,000 + $10,800 = $26,800/week.
As each provider produces, the dashboards track both individual and team progress toward that goal.
Best Practices & Troubleshooting
Best Practices
Update Clinical Hours monthly or whenever schedules change.
Review provider goals quarterly to keep them realistic.
Use historical data to set achievable, growth-oriented goals.
Discuss goals with your team to align expectations and motivate performance.
Monitor results weekly on the Performance Board and Provider Pulse.
Troubleshooting Common Issues
Goal not showing: Ensure all Clinical Hours are filled in (no blank days).
Goal looks inaccurate: Verify provider hours and goal entries.
Practice goal feels off: Check that provider goals are realistic. For Production, confirm if “Auto-Calculated” is toggled on.
Production per hour seems too low: Ensure hours reflect only chair-side time, not admin or lunch breaks.
In Review
To get representative and actionable data from Dental Intelligence:
Start with Clinical Hours. Every goal calculation depends on accurate provider schedules.
Then set Provider Goals. These define what success looks like for each team member.
Finish with your Practice Goals. This combines everyone’s efforts into one unified target.
Monitor, measure, and adjust. Review performance often to stay on track and optimize growth.
When Clinical Hours, Provider Goals, and Practice Goals are aligned, your dashboards tell the true story of your practice’s performance — empowering your team to reach new heights together.