This report displays a list of new patients with this specific data.
It provides an overview of your practitioner's booking habits with the number of new patients for the practice, and whether patients are rebooking.
Where is it?
Start by navigating to Reports.
Under the Statistics heading, select Patient Retention.
Enter in the details
Complete the Report Parameters in the available fields.
Parameters Explained
Click here for more about what each field represents.
Clinic |
Select the clinic (if in a multi-clinic setting) |
Practitioner | Leave this setting to All or condense the report to an individual practitioner's details. |
Start/End Date | Enter the date range for the report |
Report Sample:
Click on the image to view a larger sample of the excel output.
Columns & Calculations
Click here for more about what each field represents.
- Practitioner - Treating practitioner of the patient's appointments
- New Patients - Patients that had their first Appointment* within the date range
- % Patient Rebook - Percent of patients seen for follow-ups within the date range
- % Patient Rebook (Same Practitioner) - Percent of patients seen for follow-ups with the practitioner used to run the report, within the date range
- Returning Patients - Patients with follow-up Appointments* within the date range
- Total Patients - (New Patients + Returning Patients)
- Total Appointments - Total number of appointments* had within the date range
- % Returning Visits - (Total Appointments - New Patients) / Total Appointments
- % Repeat Visits - (Total Appointments - Total Patients) / Total Appointments
* Appointments do not include Cancelled, Dismissed or Deleted statuses