Set Eval and Visit Goals on Main Screen
In this article we will go over setting up practice goals per location.
***NOTE: If you are a solo location your slots are updated in Admin > Practice > Location > Productivity Slots for Vists and Evals
From the General Tab, Please click onto the "Set Goals" button to make the pop up appear, from there you can choose between a fixed amount or count slots.
Count Slots: Based on pre-set slots on the schedule
Fixed Amount: Input your estimated Visits and Evaluations
The popup will appear with your locations where you can set the productivity slots for Evaluations and Visits.
When you hover over your dashboard visit metrics, you can see how close you are to your goal!
If you have any questions, please reach out to us at support@heno.io