Entering Providers, Employers, and Schools > Handling Provider Information > Setting Production Goals

Setting a Monthly Production Goal

To set a monthly production goal for a specific provider:

  1. Select Scheduler > Setup Goals and Colors. The Month At A Glance (GOAL) window is displayed.

  2. Select Select Provider. The provider name is displayed preceding the calendar.

  3. Select the month and select Distribute Monthly. The Monthly Goal Distribution window is displayed.

  4. Type the monthly goal amount in the Monthly Goal field and click OK. A dialog box is displayed, asking you to apply the monthly goal and daily average to each day.

  5. Select an option:

  6. To apply the monthly goal and daily average to each day:

  7. To save the monthly goal but not apply it to each day of the calender month:

After you have saved a monthly production goal, you can copy the goal to other days. For more information, see Copying Goals.

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