The Performance Plan and Performance Monitor are available in PatientNow Essentials and the Ultimate edition of EnvisionNow. To upgrade, please contact our Sales Team at 800.436.3150, Option 1, or sales@patientnow.com.

Create a Performance Plan based on metric expectations for your staff. Once entered, these metrics apply to each employee assigned to a plan and can be viewed on the Performance Monitor Dashboard. The Performance Monitor Dashboard serves as a real-time leadership board for your team.

You can start creating Performance Plans by going to the Employee Tab > Employee Options > Performance Plan.

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The Plan List will display all the plans you have created. You can create multiple plans for different levels of performance, employees, and monitoring.

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Add a New Plan

Assign points to each metric.

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Once you have created a performance plan you will need to assign the plan to an employee on their employee profile. There will be a drop-down menu with all the plans and you can choose/change/edit an employee's plan as necessary.

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