Tuesday, December 2, 2014

Let's do some goal setting for 2015

What’s on your agenda for December?  Decorating the office for the upcoming holidays, getting the thank you cards out to your referring doctors, or how about planning for 2015?  My vote is to do some goal setting for 2015 and let your Dentrix software help you.  Set up a meeting with your doctor, accountant or financial advisor for the practice and set your office goals for production, collection and new patients, then enter these goals in Dentrix so you can easily track your numbers.

There are a couple of places in Dentrix to help you manage your goals for the practice.  First, let’s set up your production goals so you can watch them on the appointment book and schedule appropriately.  Go to the Office Manager > Analysis > Practice > Setup > Goals, this is where you can enter your provider production goals for each month.  If your doctor has given you the daily goal, just multiply this by the total number of days worked to get the monthly goal.  Click on the >> next to the provider and select the first provider to enter goals for, then click on Read Selected Goals and it will list any goals you have already entered. If this is for a new year, it will be empty.  Then click Add and select 1 for January, 2 for February, and so on.

Next, go to the appointment book and click on View > edit or new > add in the providers you have entered goals for in the upper left area and click on View Amount. This will show you how much scheduled production you have on your books for that day.  Back on the appointment book, click on the monthly calendar in the upper left and click on Scheduled Production. Here you can see your scheduled production, monthly goal you just entered, and the variance.  This is simple way to track your monthly production goal.

Another place these production goals show up is the Daily Huddle Report.  This report is amazing!  Here are other blog posts on the Daily Huddle Report:

Once you have your goals for production, collection and new patients, you can enter these as benchmarks for the Practice Advisor Report.  This report will give you a more comprehensive analysis of your numbers and give you some guidelines if you need to improve your office stats.  To enter your goals into the Practice Advisor Report, go to the Office Manager > Analysis > Practice Advisor > Practice Advisor Setup > Benchmarks Setup >. To enter your benchmarks, give a range for each category with your office goal being somewhere in the middle.  For example, if your total office production goal is $100k, then your benchmark would be $90k - $110k.  

Continue entering in the benchmarks for your practice and then use the Practice Advisor Report as a monthly monitoring tool.  For more information on this report, click the links below for other blog posts.

Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at dayna@novonee.com.


  1. How do you keep track of goals and hours if they change mid-year? If someone decreases their hours in June, is that change going to start from that day forward, or is it going to go back to January 1? Thanks! /R

    1. You can re-adjust the goals in the Setup, just click on the month you want to edit. Now if you change a providers days and hours on the appointment book setup that does not have a start date.
      Hope this helps.