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The Calendar node has a few purposes. First, you can use the Calendar node to track any Goals which can be set in Preferences. You can also use the Inspector view and select a day to see and export contextual information gathered for a particular day, including all procedures and treatments, all patients seen, and so on. We'll cover each piece of functionality in the Calendar Node.
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By default, the Calendar node displays the current month. You can adjust the month by using the navigational strip at the bottom of the Calendar view, shown in the bottom of the screenshot above.
If there are appointments on any day, the Calendar node in the sidebar will populate that date. You can jump to that day in the Appointments node by clicking on it in the sidebar.
Using the Inspector in the Calendar Node
With a day selected in the Calendar Node sidebar, you can also expand the Inspector by clicking the icon the “I” icon in the lower left right corner. This will bring up the Inspector sidebar on the right.
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The Make List button will generate a list that you can access via the Lists Window in the Window menu. You can read more about the Lists Window here.
The Print button allows you to print a sheet with the information currently selected.
Production Goals
Production GoalsProduction Goals allow you to measure your production and set target numbers to aim for. There's a few set up steps to take first:
Setting Up
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Goals
To set scheduling goals for the Production Calendar, go to the MacPractice menu, select Preferences, select Scheduling in the sidebar, and click the Goals tab.
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When you've determined your default targets, you can close the Preferences window to return to the Scheduling Ability.
Tracking
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Goals
The top right corner of the Calendar Node displays three progress bars: Production, Resource Hours, and Appointments. These relate to your overall goals for the currently selected month.
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Each day with an appointment scheduled will also have similar progress bars that relate specifically to that day's stats. The number of patients scheduled can be seen in the upper left corner.
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These progress bars indicate the progress towards meeting the goals set in Preferences > Scheduling > Goals Tab. A red bar indicates that the office is less than half to the goal. Green indicates that the office is around halfway to the goal. Blue indicates that the office has reached the goal.
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Appointments Bars track the total number of appointments scheduled. The monthly bar tallies the monthly goal by the number of days with at least one appointment scheduled.
Editing Daily
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Goals
You can edit daily production goals by right clicking on a given day, and selecting "Set Production Goal". The Production Goal bar will then allow you to enter in a custom goal amount.
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