Access CareStack's Planner to quickly track the stats on your practice's monthly production goals.
Let's explore this quick guide to access and understand its key features.
- On the Front Office Dashboard, select Planner on the top left.
You can select:
- Preferred Location that differs from the default.
- Current and Coming Year.
- You can select from the current month onwards within the current year.
- You can select any of the twelve months in the upcoming year.
The KPIs on your Planner for the selected location include:
- Gross Production displays the total dollar value from completed procedures (including fee updates and deletions) on the transaction date of code completion.
- Scheduled till End of the Month shows the total dollar value from scheduled procedures for the current and future dates of the month.
- Expected Production presents the total dollar value from completed procedures (including fee updates and deletions) and scheduled procedures for the month.
| Tip: Click the i icon to view the description for the respective KPIs. |
- The monthly provider goals that are created in the system are reflected in the practice's Monthly Production Planner.
Click here to learn more.