Set Key Performance Indicators

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Key Performance Indicators need to be setup for each Provider prior to running Key Performance Indicators Report.

  1. Go to Location Management > Providers tab

  2. Operations menu > Set Key Performance Indicators

  3. Select the Provider

  4. Enter Productive and Administrative Hours for the Provider for each day

    1. Productive Hours: Hours per day that are billable to the client. E.g. Patient Appointments

    2. Administrative Hours: Hours set aside to complete tasks that are not billable. E.g. Meetings

  5. Click Exit when finished

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