Wednesday, May 17, 2017

Help your hygienists monitor their own goals

If you listen to a hygiene coach or consultant speak about numbers during a conference presentation, you may hear some industry standards like hygiene production needs to be 30% of practice production or they should be producing three times their salary. You will need to discover what the goals are for your hygiene department and help them reach those goals. Today, I want to help you with some tools inside Dentrix to help your hygienists monitor their goals.

Once you know what each hygienist’s individual monthly goal is, I would recommend entering those goals in the computer so your team can monitor those goals. You can enter the goal for each hygienist from the Office Manager > Analysis > Setup > Goals and select the provider ID to add the monthly goal. I would recommend adding in the goals for the entire year if you have that information available and you know everyone’s vacation schedule.

Now you can start using some of the amazing tools available in Dentrix to monitor the goals. One of my favorite ways is also a favorite for the hygienist because he or she doesn’t have to run a report. This is super easy and really helps to see the goal versus the scheduled versus the actual in a super easy to use view on the appointment book. From the appointment book, click on view at the top of the page then you can click on Add or Edit to change the view. You will need to change two things in order to see the production goal: Select the provider ID and make sure there is a check mark in View Amount. If you only want to show one provider’s goals at a time, then only select one provider for your view. Then when you click on the monthly calendar in the upper left corner of the appointment book, you will see it calculate the goal, scheduled production and actual production for that provider you selected in the view.

The next tool you can use is the Daily Huddle Report. This report will also add up the goal, scheduled production and actual production based on the provider IDs you select in your filters for the report. You can use this report as part of your morning huddle or each provider can look at it on a daily basis to see how he or she is doing for the month.


I strongly believe that the hygiene department is a highly integral part of the practice and should be held to the same accountability for production as the doctor. They just need some helpful tools to help bring awareness to the numbers.

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