Production Goals refer to targets set within the CareStack PMS to help dental practices and providers set, view, and track their production targets efficiently. These goals can be set for both the location and individual providers. Location Goals are specific to a single location, while Provider Goals are set for each provider at a particular location for the month. It's important to note that the Location Goals do not have to mathematically equal the Provider Goals. CareStack allows goals to be divided equally among providers or split by custom percentages.
The Production Goals section is designed to encompass two different items; Location Goals and Provider Goals. Let's take you through how your practice can set them up, and use them according to your practice's preferences.
To get a basic overview of the production goals dashboard, click here.
- To start, navigate to the Dashboard > click Production Goals at the top left.
Topics Covered
- Set Production Goals for a Location
- Set Production Goals for a Provider
- Set Monthly Goals for a Provider
Set Production Goals for a Location
To set up provider goals, perform the steps below.
- Select the required Location > click Set Goals.
- Select the Location Goals tab on the slide-out.
- Select the intended Year.
- Enter the intended Goals to the corresponding months listed.
- The Goal trends shows if you are increasing or decreasing versus the previous Gross Production Value.
- The Gross Production shows your production for the previous year. (If available)
- To clear the existing goals, you can click Clear Goals.
- Click Save and Edit Provider goals to continue to the next tab (Provider Goals).
| Note: The completed months will be greyed out. |
Set Production Goals for a Provider
On the next page, 'Provider Goals' are set for each individual Provider in your practice. To set up provider goals, perform the steps below.
On the Provider Goals tab.
- Select the Year and Month.
- You can customise your Provider Goal setting by choosing any of the three options below to configure the split:
- Equally Split Location Goal: Reflects all the providers in a specified location with an equal split to the location goal.
- % Split Location Goal: Split by a certain percentage of the location goal.
- Custom Goals: Flexible option to directly enter the Provider Goal values without the percentage split and therefore does not have to be equal to the Location Goal.
- Enter the intended Provider Goal for each listed provider(s).
- After entering the goals, click Save and Edit Next Month.
- This way, you can simultaneously configure goals for all months one by one.
- To save the goals and come back later, click Save Goals.
Set Monthly Goals for a Provider
On the Provider Goals Dashboard:
- Select Month View.
- Select the Provider from the left.
- Click Edit monthly provider goal.
- Enter Production Per Hour (PPH), Daily Working Hours, and the number of Working Days.
- You can also select the required Specialties and Providers.
- Click Save Goal.
Practices can use this simple guide to get an overview of production goals and to learn about setting them up for location or providers.