Patient reports

See where patients come from, who's lapsed, recalls due, retention, and upcoming birthdays.

6 articles Last updated June 14, 2025

Patient reports, explained

What each of the five patient reports answers and which filters it takes.

Lapsed patients report

Active patients whose last completed visit is older than a threshold, or who never had one.

Recalls due report

Recalls set on patient records that fall due in the period, with overdue ones.

New patients by source report

Where new patients came from in a period, by referral source.

Retention cohorts report

For each month's new patients, the share who had a second completed visit within 90 days.

Upcoming birthdays report

Patients with a birthday in the next few weeks.

Other categories

First steps in ClinyPal Signing in and account safety The calendar and appointments Let patients book themselves Working with patients Invoices, payments and money Products and inventory Messaging and campaigns