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How do I set KPI Targets?

Setting KPI Targets

Written by Courtney Forrester
Updated over 2 weeks ago

Where can I set Targets for Practice or Provider?

KPI targets can be set by:

  • Clicking the cog icon top right corner of screen

  • Select Practice Admin Manager

  • Select Practice Set up

  • Select KPI Targets

  • Select Add new KPI target

  • Enter KPI name

  • Enter Group, Practice or Provider Level

  • Enter KPI Value level

  • Enter Amber Value (below KPI value)

  • Enter Effective from Date

  • Click Submit

πŸ’‘ Top Tip: KPI Targets can also be set in Custom Dashboards.

Select

  • My Dashboards

  • Custom Dashboards

  • Choose Template

  • Create Dashboard

  • Click on blue 'here' in yellow box

Select

Add new KPI target (as above)

πŸ’‘ Top Tip: View, Edit and Archive Targets from here.

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