Note: *In order to add and edit goals, you will need to have the Settings Permission enabled. If you do not have access to Settings, refer to an admin team member in your practice to activate this for you or complete this process with you!*

Below is a video tutorial to walk you through how to set your provider's goals: 👇

Need help identifying what your goals should be? Click here to view some helpful hints for creating data driven goals!

How to Add Individual Provider Goals

What is the Production Per Hour Goal?

How to Calculate a Production Per Visit Goal


How to Add Individual Provider Goals

Step by Step Instructions: 

  1. Hover over your initials at the bottom and click on Settings

  2. Access the Team Management tab

    1. Note: If you do not see the Settings option or the Team Management option, this means you do not have permissions enabled to access these features. Refer to an Admin team member, most likely your Office Manager or Doctor, to add these permissions for you or follow these steps in their personal log in. Here is an article with more information regarding user permissions: Adding User Permissions

  3. Click the User that you want to set goals for

  4. Go to the Goals tab and then select the goal you would like to add. This will allow you to type in and save the desired goal

  5. Follow the steps for each goal you would like to add


What is the Production Per Hour Goal?

Production Per Hour (PPH) allows you to view an average of how much money you produce per hour you work!

Production Goals are calculated in Dental Intel based on two simple things:

Production per Hour
and
Clinical Hours

Let's say for example that I work 8 hours usually, and I need my daily goal to be $4500... Below is an example of the calculation that Dental Intel makes to determine your goals:

$4500 / 8 = $562.50 per hour

So, with that, I would make my Production per Hour goal $562.50 and then make sure my Scheduled Clinical Hours are set to 8 and Dental Intel takes care of the rest!


It is super important that you have all your Clinical Hours correctly entered and your Production Per Hour goal established. If you need assistance adding Clinical Hours, click here.


How to Calculate a Production Per Visit Goal

Each provider should have a Production Per Visit (PPV) goal. Production Per Visit is the best way to determine the effectiveness of the provider in their efficiency and in getting treatment acceptance.

Production Per Visit is similar to Production Per Hour but calculates the total production divided by the number of completed visits for the selected time frame.

Before you set this goal you will need to find historical information to identify a realistic goal for the provider. Follow the steps below to learn how.

Step by Step Instructions:

  1. Go to the Provider Pulse

  2. Go to the Production per Visit Metric

  3. Change your time period to a Range of dates / Month / Year for a historical perspective

  4. Look at the Providers and write down what their Production per Visit was for the range of dates that you selected

Based on historical performance we can set goals for each individual. As they consistently beat these goals we can increase them.


In this case it would be a good goal to set the Production per Visit for JF at $700/Visit and AF at $600/visit.

If the providers are doing essentially the same job, seeing the same type of patients it may be a good idea to make their production per visit the same as both should producing at the same rate. In this case we would put them both at $700 production per visit.

Use this data to then enter in the Production Per Visit goal according to the steps listed above!

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