July 2, 2024 Provider Production Goals

Overview: Provider Production Goals allow dental practices to set specific production targets for their providers, enhancing performance, accountability, and practice efficiency. We define Provider Production Goals as specific production targets set for providers to achieve within a certain time frame.

Purpose: The purpose is to align provider efforts with the overall objectives of the practice, enhance performance, and improve accountability. This allows dental practices to:

1. Increase Accountability – Providers have clear targets and understand their performance expectations.
2. Enhance Performance – Goals drive providers to achieve better results by focusing on key performance indicators.
3. Improve Practice Efficiency – Helps identify performance bottlenecks and optimize resource allocation.

This feature can be accessed from Configuration Module > Goals > Provider

How to Set Up

1. Navigate to the Configuration Module > Goals view > Provider view. Click the +Add Goal button.
2. Enter the following details:
   • Location
   • The month of the goals
   • The Provider
   • Provider type
   • Production Amount
   • Goal Types
     • Monthly Goals:
       When you choose monthly goals, any production goal you set for a provider will apply to the entirety of the selected month. For example, if you set a monthly goal of $10,000 for a provider, it means they are expected to achieve that total production amount over the entire month. Note: The entire monthly provider goal will be displayed and compared to regardless of a partial date range selection. If multiple months are selected, the Monthly Provider Goals for each month will be added together.

• • • Daily Goals:
      On the other hand, when you opt for daily goals, any production goal you enter for a provider will be calculated for each working day within the month. For instance, if you set a daily goal of $500 for a provider, it means they are expected to reach that production amount every working day throughout the month, with the total summing up to the monthly goal.
• Finally, mark if the goals are Recurring. When selecting recurring goals, any production goal entered for a provider will remain constant month over month and day over day. This means that once a goal is set, it will stay the same for each subsequent month and for every working day within those months. Example: you set a recurring goal of $10,000 for a provider, it will remain as the target amount for each month and each working day until it is updated or changed.

Once you have setup the goals, they can be viewed in:

• For Jarvis Solo: Dashboard > Results > Provider Table
• For Jarvis Enterprise: Operations > Providers

Additional Info

Goal Setting Best Practices: When setting goals for your providers, be sure to follow these three basic principles. 

• Realistic and Achievable: Set goals that are attainable based on historical performance data or aligned with financial budgets and targets.
• Time-Bound: Define clear time frames for the goals (e.g., end of the month).
• Specific and Measurable: Ensure goals are precise and quantifiable (e.g., $10,000 in revenue).

Common Problems:

• Incorrect Goal Setting: Goals are not aligned with provider capabilities.
• Lack of Engagement: Providers are not actively tracking or working towards goals.

Solutions:

• Adjust Goals: Reassess and modify goals to be more realistic.
• Provider Training: Ensure providers understand how to use the software to track and achieve goals.

Product Specification Sheet – Click Here