How to View Production Forecasting Data on the Schedule

For customers in the United States, you can view the month’s scheduled, remaining, and posted production amounts in the Schedule Day View.

To display the production data, the Display Schedule Production Data option must be enabled, first for the location, and then for the schedule for that location.
Note: The schedule setting is user-specific.

To enable this setting for a location:

1. Select Administration > Scheduler > Schedule Settings.
2. Select a location from the Select Locations menu on the left.
3. Click Edit Schedule Settings.
4. Select the Display Schedule Production Data option.
5. Click Save.

To enable this setting on the Schedule Day View:

1. From the Location tab, select Schedule. The Schedule Day View is displayed.
2. Under Actions, click the Manage Schedule View gear icon.
3. Select the Display Schedule Production Data option.

Note: User permissions are required to access this feature. For more information, see How to Assign Group and User Permissions. 

Production Data in the Schedule Day View

The Scheduled, Remaining, and Posted production amounts are displayed in the Schedule Day View beneath the selected date.

The production data amounts are calculated as follows:

• Scheduled Amount: The sum of all entered fees for procedures in appointments scheduled for the current month. This amount updates any time an appointment that includes procedures is scheduled, edited, or cancelled.  
• Remaining Amount: The sum of all entered fees for procedures in appointments scheduled for the remainder of the current month. This amount includes today through the end of the month.
• Posted Amount: A to-date sum of posted charges for the associated location based on the service date. 
  Note: The Posted amount is a gross production value and accounts for charge corrections and removals, but not for production-based transactions such as discounts or write-offs.

The production amounts that are displayed are dependent on the month. For the current month, the Scheduled, Remaining, and Posted amounts are displayed. Previous and future months display the Scheduled amount. For the first month previous, the Scheduled and Posted amounts are displayed (all other previous months display the Scheduled amount only). 

Note: The monthly production values are hidden in the Week and Multi-Day views.

For more information, see How to Manage the Schedule Day View. 

Production Data in Location Schedule Planning

You can also view monthly production data within Location Schedule Planning (Administration > Scheduler > Location Schedule Planning).

Select a location from the drop-down list, and then you can view six months of the schedule at a time. The Scheduled value is displayed on the left side of each month name, and the Remaining value is displayed on the right side of the current month only.