Wednesday, September 4, 2019

Viewing Production Goals in the Appointment Book

Setting and working towards goals in areas of life can help you to achieve them. Setting and working towards goals for your practice works the same way. When scheduling patient appointments, I like to use the Dentrix Appointment Book to help me schedule in order to meet practice production goals.

In the Appointment Book, you can view scheduled production for the day, the week, and the month. This allows you to see how you are doing each day, and can schedule additional production in order to meet practice goals.

You can view an individual day’s scheduled production on any computer by using Appointment Book Views. When setting up an Appointment Book View, make sure the View Amount option is checked.




Then when viewing the Appointment Book, the production amount for the day is shown as a number in the upper right corner of the schedule. Once activated, this number can be seen in the day, week, or month view. A zero is used as the first digit to help disguise that this is a dollar amount.







Another way you can keep track of scheduled production amounts is using the calendar within the Appointment Book. When you view the calendar, click Scheduled Production to see the entire month’s scheduled production, as well as how much is scheduled on each day.




This option is a great way to view your monthly scheduled production, and also shows you how close you are to the practice’s monthly production goal (if those have been set up) and what has been produced so far. You can quickly view each day and see which days have high and low production.

Here are a couple of things to keep in mind when viewing scheduled production and using this information to schedule appointments.


  • For the production amounts to be accurate, the patient must be assigned to the correct fee schedule. If you participate with insurance carriers, the fee schedule needs to be attached to the patient’s insurance and the treatment fees should be updated. This is very important to avoid the scheduled production appearing inflated.
  • The procedures attached to appointments need to be accurate. If a patient is scheduled for a dental cleaning, but the exam and X-rays aren’t attached, then the scheduled production won’t be accurate.


Knowing how to view scheduled production and then scheduling patients to meet your practice production goals is a great way to keep your practice on track. If you have questions about how to set up practice goals, or how to implement the ideas discussed here, please e-mail me at vectordentalconsulting@gmail.com.



Charlotte Skaggs, Certified Dentrix Trainer

Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner. Charlotte has been using Dentrix for almost 20 years and is a certified Dentrix trainer. Contact Charlotte at vectordentalconsulting@gmail.com.

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