Once Dentilytics Basic has been activated for your PGID, the first step you’ll need to complete is entering goals for your provider.
Click on Setup > Providers > Provider Goals
For each provider, enter the daily production goal, as well as the number of days they will be working during the month.
The “Autofill” feature automatically calculates the number of days each provider will work based on your scheduler setup.
Be sure to check the appropriate boxes if the office will be open on any Saturdays or Sundays of the month to ensure that Dentilytics Basic calculates goals and daily results accurately.
Click “Save” and you’re all set! Your Dentilytics Basic dashboard will be ready for your morning huddle the following day!
A.The dashboard updates each night at 11:59 p.m. PST, pulling all pertinent data from the day in order to provide refreshed metrics the next morning. Since the data displayed on the dashboard is significantly focused around yesterday and today, charging out to the ledger by the end of each working day is the best practice that we recommend to ensure the most accurate information is available.