Metrics
Category in SAP that you choose to pull the MTD production goal
What is the Daily Pulse
Gathering of team members new hire paperwork and documentation for I9’s
What is onboarding?
When you get the name, location and closing date of an office
What is office assignment?
You find the amount less the sale price and can see the average monthly net production & requirement needed to hit goal
What is Holdback report?
You can find out who the RMO is for an office post affiliation
What is the Office Directory or GEMs?
The first year installment payment is based off of this
What is net production
Tracking of offices for 13 months weekly and reporting performance to your AIM
What is the BOB report?
Your notes following an in person visit to an office
What is an onsite recap?
Perio potential and opportunity can be found here
what is Hygiene Metric form?
Prepping for a pre-integrations call, I need the following reports
What are the clinical review, Dr Larson review and Operations reports?
This report is discussed on partnership calls
What is the holdback report
Submitting first and last names to Treasury for this process
what is check scanner setup?
Weekly Teams call with Field Ops
What is a Partnership call?
Real time numbers for gross production/collections and percent to budget are found here
What is SAP?
You can keep all resources for an office here for all associated with that office
what is the office Teams channel?
The metric that is similar to holdback and found on the Board Memo
What is the Proforma
Unplugging 1 and plugging in another for the purpose of this part of collections going to an HD account for the office
what is credit card terminal setup?
Updates with AI team and AI managers on office metrics
What is QBR?
The equivalent of your check book for an office
What is the P&L?
This person started their first practice in Effingham, IL
Who is Dr. Workman?
The formula used to calculate budget
What is Proforma + 10%/ 12 Months
These come to the Onboarding owner within 48 hours post affiliation following completion of I9 verifications
what are CURTIS login
Giving information on Orientation expectations and planning
What is Orientation prep call?
To find monthly metrics for a specific office, time frame, RDO region
What are Business Tools/Ops packet?
This is one of our most popular Heartland Systems that teams are coached on
What is the 13 DOTS