Articles in this section

See more

Set Production Goals for Location & Provider

Faris Peerukannu Mohamed Kasim
  • Updated
Follow

Overview

Production Goals refer to targets set within the CareStack PMS to help dental practices and providers set, view, and track their production targets efficiently. These goals can be set for both the location and individual providers. Location Goals are specific to a single location, while Provider Goals are set for each provider at a particular location for the month. It's important to note that the Location Goals do not have to mathematically equal the Provider Goals. CareStack allows goals to be divided equally among providers or split by custom percentages.

The Production Goals section is designed to encompass two different items; Location Goals and Provider Goals. Let's take you through how your practice can set them up, and use them according to your practice's preferences.

  • To start, navigate to the Dashboard > click Production Goals at the top left.

Topics Covered

  • Set Production Goals for a Location
  • Set Production Goals for a Provider
  • Explore Production Goals Dashboard

To set up provider goals, perform the steps below.

  • Select the required Location > click on Set Goals.
  • Select the Location Goals tab on the slider > select the Year.
  • Enter the intended Goals to the corresponding months listed. The Goal trend shows if you are increasing or decreasing versus the previous Gross Production Value.
  • The Gross Production shows your production for the previous year. (If available)
  • Click Save and Edit Provider goals to continue to the next tab (Provider Goals).
Note: Completed months are greyed out.
  • To clear the existing goals, you can click Clear Goals.
  • You will be moved to the next tab with a toast notification as shown below.

Provider Goals are set for each individual Provider in your practice. To set up provider goals, perform the steps below.

  • You could be moved to the Provider Goals tab after completing Location Goals.
  • To navigate directly to the provider goals, select the required Location > click on Set Goal.
  • Select the Provider Goals tab > select Year from the right side of the slider.
  • Select the required Month from the top.
  • Enter the intended Provider Goal for the corresponding providers listed below.
  • After entering the goals, click Save and Edit Next Month. To save the goals and come back later, click Save Goals.
  • You can customize your Provider Goal setting by choosing any of the three options below to configure the split:
    1. Equally Split Location Goal: Reflects all the providers in a specified location with an equal split to the location goal.
    2. % Split Location Goal: Split by a certain percentage of the location goal.
    3. Custom Goals: Flexible option to directly enter the Provider Goal values without the percentage split and therefore does not have to be equal to the Location Goal.

Set Monthly Goals for a Provider

  • Click Month View > Edit monthly provider goal.
  • Enter Production Per Hour (PPH), Daily Working Hours, and the number of Working Days.
  • You can also select the required Specialties and Providers.
  • Click Save.

Let's explore the items on the production goals dashboard.

  • Select the Location from the drop-down menu on the top left to view the production goals for that specific location.
  • You can toggle between Year View / Month View to view the set goals for the specified year versus individual months.
  • Click on the Year and Month drop-down menu to select the intended year or month.
  • There will be multiple informative tiles on the top of the page with values. The Gross Production represents the cumulative gross production for the year which typically includes the Location Goal, Provider Goal, Planned Working Hours, and Avg. Production Goal per Hour.
  • You can directly set a goal for a location or a provider in the entry by clicking Set Goal.

  • You can customize the view of the dashboard by selecting the required information to display. Checkmark the right checkboxes to display only your intended information.

  • Each Month and Quarter is summarized with the Total at the bottom.
  • The Month Status shows if the goals for that month were met or not.
  • Click View Monthly Goal to view the goals for the specific month.
  • To view monthly goals, click Month View > select Provider to view them on the right.
  • Here you can see information such as Average Production Per Hour, number of Working Days, Monthly Provider Goal, Gross Production, etc.

  • Click on a daily goal to customize it.
  • You can set the Production Goal for the day and edit the Daily Working Hours.
  • You can also set some additional settings by check-marking the below checkboxes:
    1. Mark as non-working day: Select this option to mark this day as a nonworking day rendering it without production goals. 
    2. Keep Monthly Provider Goal Fixed: Select this option to maintain the production goal.
    3. Apply goal and working hours to other working days: Select this option to copy this production goal configuration to other working days.

Practices can use this simple guide to get an overview of production goals and to learn about setting them up for location or providers.

Related articles