Goal Setting

This article will guide you on how to set and manage goals for your dental practice using the Goal Setting sections.

Step 1: Navigate to the Settings section, then to the Goals section. Click on Practice Goals. This will display a list of goals applicable to your entire practice.

Step 2: To modify these goals, click the pencil icon.

Step 3: Click Save after making your changes.

Step 4: To set production-based goals, navigate to Provider Goals in your Settings.

Step 5: Here, you can set a default hourly production goal for doctors and hygienists. You'll also see the estimated daily production goal for each type of provider, which is based on an 8-hour work day. 

Archy uses each provider's schedule guides to calculate their actual daily and monthly goal, based on how many hours they are working. 

Step 6: To modify these goals, click the pencil icon. Click Save after making your changes.

After setting your goals, you can view the Goal tracking dashboards in your reporting section.