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Patient Reports

Where your patients come from, who's lapsed, who's due a recall, and how well the clinic retains them over time.

5 articles Last updated June 14, 2025
New Patients by Source Report
See where your new patients actually come from, ranked by referral source, so marketing spend and staff time can follow the channels that are genuinely bringing people in.
Lapsed Patients Report
Find patients who haven't had a recent visit, using a threshold you choose, so you can reach out and win them back before they've drifted away for good.
Recalls Due Report
Work a single daily or weekly list of every patient recall coming up or already overdue, instead of checking individual patient records one at a time to see who needs a follow-up.
Retention Cohorts Report
Track how well your clinic turns a first visit into a lasting relationship, by grouping patients into cohorts based on when they first walked through the door.
Upcoming Birthdays Report
See which patients have a birthday coming up in a period you choose, so you can send a card or greeting, and catch minors approaching 18 before their record needs to transition.

Other categories

Getting Started with ClinyPal Getting Started Scheduling Online Booking Patients Billing & Payments Products Communications

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