Set Scheduling Goals to Balance Your Production

Learn how to set a production goal and set up Perfect Day Scheduling to empower your scheduling coordinators to build the schedule toward your goals.

Updated 11/9/21

One of the big things I do at the end of each year is setting goals for production. My office has always used the goal feature in Dentrix. It allows the scheduling coordinators to see what we need to do in order to meet and exceed our projections, then we can use the Perfect Day Scheduling feature to map out our Appointment Book in a way that helps us meet our projections. When I enter the goals and then use the “view amount” feature, our front office team can easily make sure our office is scheduling to goal.

If you’re ready to start setting a production goal and scheduling toward it, here are my suggestions for you.

First, in a planning meeting or regular team meeting, determine what the production goals are for your doctor(s) and hygienist(s) per day. Next, multiply this daily goal by the number of days worked to get a monthly goal that you can enter into your Dentrix software. When you have this number for each producer, go to the Office Manager > Analysis > Practice and then click Setup > Goals, where you will see a box that looks like this:

Select a provider and then click Read Selected Goals. Click Add and enter the month number (1=January, 2=February, etc.) and enter that provider’s monthly goal. When you have finished setting up all providers, click Close and go to the Appointment Book.

Next, click on the view at the top of the page, select the view you use to manage the schedule, and click Edit. Make sure View Amount is checked and that you have selected the providers on the left side of the screen who are producers in your office, and then click OK. Now you should be able to see the amount that is scheduled for the day in the upper right corner of the Appointment Book.

Finally, if you want to help your team be more disciplined about scheduling to goal, using the Perfect Day Scheduling feature is a great way to accomplish this. Using Perfect Day Scheduling will help prevent unproductive appointments being scheduled in places that are reserved for more comprehensive treatment.

My suggestion: If your doctor’s production goal is $5,000 per day, then you need to have at least five prep blocks set per day. These production blocks are set up in the Provider setup on the Appointment Book. Click on Setup > Provider Setup > select the provider and click Setup. Then click Add to add time blocks to that provider’s schedule.

With these helpful tips, your practice can start each year on the right path and your team will have the necessary tools to schedule more productively.


Learn More

For more tips about using the schedule to increase production, read “Scheduling for Higher Efficiency and Profit.”

To learn more about Perfect Day Scheduling, read the “Perfect Day Scheduling Overview” topic in Dentrix Help.


By Dayna Johnson, Dentrix Certified Trainer

Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at dayna@novonee.com.