Summary: Differences between Morning Huddle – Previous Month and Provider Goals are expected and occur because the two features are designed for different purposes:
- Morning Huddle focuses on accurately reporting performance for providers who were active during a specific month.
- Provider Goals focuses on goal tracking based on provider assignments and working days.
The provider effective date filter is the primary reason for mismatches, with transaction handling and payment allocation timing adding additional variation.
Overview
You may notice that Net Production vs Goal values in Morning Huddle – Previous Month do not always match what you see in the Provider Goals screen. This is expected behavior and is caused by differences in how each feature determines which providers are included and how production is calculated.
This article explains the key reasons these differences occur.
Primary Reason: Provider Effective Date Handling
The main driver of the mismatch is how each view handles a provider’s effective date.
Morning Huddle – Previous Month
- Morning Huddle only includes providers who were active during the previous month.
- A provider must have an effective date on or before the last day of the previous month to be included.
- If a provider became effective after that date, they will not appear in the Previous Month metrics.
Purpose: Ensure the data reflects only providers who were actually active during the reporting period.
Provider Goals
- Provider Goals does not apply the same effective‑date filter.
- Providers are included based primarily on:
- Their provider‑to‑office relationship, and
- Working day calculations
- The process does not directly compare provider records against an effective‑date table.
1. How Transactions Are Categorized
Morning Huddle
- Treats all charge transactions the same.
- Any transaction classified as a charge is included in production.
- For adjustments, only payment‑related adjustments are included.
Provider Goals
- Separates charges into:
- Visit charges, which count toward production
- Non‑visit charges, which are tracked separately
- Includes all adjustment transactions as production, not just payment‑related ones.
- Also includes payment‑related adjustments from payment allocation data.
✅ Impact: Differences in how charges and adjustments are counted can change total production values between the two views.
2. Payment Allocation Date Filtering
Morning Huddle
- Uses the ledger transaction date to determine the reporting month.
- If the transaction date falls in the previous month, it is included.
Provider Goals
- Requires both the payment allocation date and the transaction date to fall within the selected month.
✅ Impact: Some payment amounts may appear in one view but not the other for the same reporting period.
What This Means for You
- Both views are working as designed
- Differences do not indicate missing or incorrect data
- Each screen answers a different business question using different rules