ClinyPalHelp Center | Help Center Go to app

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 patient report shows, from where new patients come from to who's overdue for a recall.
Lapsed patients report
Find patients who haven't been in for a while, so you can reach out before they're gone for good.
Recalls due report
See patients who are likely due for a follow-up, based on when they were last seen.
New patients by source report
See exactly where your new patients are coming from, so you know which sources are worth investing more in.
Retention cohorts report
See how well your clinic is retaining patients over time, not just how many are new.
Upcoming birthdays report
See whose birthday is coming up, a nice personal touch that's easy to miss otherwise.

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

Can't find what you need?

Our support team typically replies in under 4 minutes on chat.

Start live chat