Setting Up the Scheduler > Goal Scheduling

Setting Monthly Production Goals

To set a monthly production goal for your office or a specific provider:

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

2. Select an option:

3. To set a monthly production goal for your practice:Select Select Practice from the Options section of the Express bar or the Options menu.

4. To set a monthly production goal for a specific provider:Select Select Provider from the Options section of the Express bar or the Options menu.

3. Select a month and select Distribute Monthly from the Options section of the Express bar or the Options menu. The Monthly Goal Distribution window is displayed.

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

5. Select an option:

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

7. To save the monthly goal but not apply it each day of the calender month:Click No.

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

6. Click Close.