We are coming down to the closing weeks of 2012 and many offices are already looking ahead to 2013 with new forecasts on production goals (I know my office is). My office in Washington state is currently going through a time of transition. We have a new practice owner and a new front office team member, so we have many changes ahead. One of the big changes is setting goals for production. My office has always used the goal feature in Dentrix. It allows the scheduling coordinators to see what we need to do in order to meet and exceed our projections, then we can use the Perfect Day Scheduling feature to map out our appointment book in a way that helps us meet our projections. When I enter the goals and then use the “view amount” feature, our front office team can easily make sure our office is scheduling to goal.
Here are my suggestions for your practice so you can start 2013 out right. First, in a planning meeting or regular team meeting, determine what the production goals are for your doctor(s) and hygienist(s) per day. Next, multiply this daily goal by the number of days worked to get a monthly goal that you can enter into your Dentrix software. When you have this number for each producer, go to the Office Manager > Analysis > Setup > Goals Setup where you will see a box that looks like this:
Click on the arrows next to the provider then click the box Read Selected Goals > click add and enter the month number (1=January, 2=February, etc.) and enter that provider’s monthly goal. When you have finished setting up all providers, click close and go back to the Appointment Book. Next, click on the view at the top of the page and edit the view. Make sure View Amount is checked and that you have selected the providers on the left side of the screen who are producers in your office and click OK. Now you should be able to see the amount that is scheduled for the day in the upper right corner of the appointment book.
Finally, if you want to help your team be more disciplined about scheduling to goal, using the Perfect Day Scheduling feature is a great way to accomplish this. Using Perfect Day Scheduling will help prevent unproductive appointments being scheduled in places that are reserved for more comprehensive treatment. My suggestion: If your doctor’s production goal is $5,000 per day, then you need to have at least five prep blocks set per day. These production blocks are set up in the Provider setup on the Appointment Book. Click on Setup > Provider Setup > select the provider and click setup, then add. See picture below.