Entering Goals

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Enter your goals for Production, Collections, Patient Visits and New Patients to customize your Jarvis Platform.

Entering your goals can only be done by a user that is assigned as a Manager in Jarvis. Goals are located in the Configuration tab

You can enter goals for one location at a time or for multiple locations. You will need to enter your goals by month, so ensure the correct Month is selected in the Month and Year window. *You can go up to a full year ahead to set your goals. 

You have the option to choose Monthly or Daily Goals. We recommend using Monthly amounts, because Jarvis will auto-calculate Daily Goals for you based on the Location’s Calendar Settings and Closed Days.

There are two ways to enter your goals into Jarvis:

  1. Directly into the fields available for each individual Goal type.
  2. Via CSV file by downloading the sample CSV and then clicking Upload CSV.

Goals can be entered for Gross and Net Production, Collections, Patient Visits, New Patients and Hygiene Visits.

*Please note:  When your platform was built, a production type was selected. If you selected Net Production, you must enter a Net Production Goal and vice versa. If you enter a goal for the opposing production type, it will not display in your platform.

For accurate Daily Goal calculations, be sure to visit Calendar Settings and update the Daily Schedule, Days Open and Closed Days.

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