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Patient Reports
Patient Reports
5 articles
Last updated June 14, 2025
New Patients by Source Report
See where your new patients are coming from, broken down by referral source.
Lapsed Patients Report
Find patients who haven't had a recent visit so you can follow up before they're gone for good.
Recalls Due Report
See which patient recalls are coming up or already overdue.
Retention Cohorts Report
Track how well your clinic retains new patients over time, grouped by when they first visited.
Upcoming Birthdays Report
See which patients have birthdays coming up in the selected period.
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