Getting Started > Setting Up Employees

Entering an Employee’s Scheduling Goals

Click Scheduling at the top of the Employee Properties window to access the entry fields.

Scheduling goals

PracticeWorks keeps track of the total dollar value of appointments scheduled for each producer for each day. Then it compares actual production to these goals on the Daily and Periodic reports. If you check the Can have appointments attribute for an employee, you can enter scheduling goals by dollar amount. You can set these goals at any time.

Schedule color

If you check the Can have appointments attribute for an employee, assign an appointment color. The color indicates the employee’s Producer time of each appointment.

To assign a schedule color, follow these steps:

1.  Click the colored box under Schedule color. The Color window is displayed.

2. Click the color to be displayed on the Appointment Book for an employee.

3. Click the colored box under Text color. The Color window is displayed.

4. Click the color you want the text to be.

5. Click OK.

 

Related Topics

Setting Up Employees

Entering an Employee’s Name and Type

Setting Up Employee Banking Information

Setting Security Levels for an Employee