Catching a quiet patient before they're a lost one

Patients rarely announce that they're leaving your clinic — they just stop booking. By the time it's obvious a patient hasn't been in for a while, they may have already settled somewhere else. Lapsed Patients exists to surface that drift while there's still a real chance to act on it: a working list of patients whose time since their last visit has crossed a threshold you set, ready to be worked as an outreach list rather than discovered by accident months later.

The report's usefulness depends heavily on picking a threshold that fits how your clinic actually operates. A dental hygiene clinic where visits are expected every six months needs a very different threshold than a physiotherapy practice where a course of treatment might legitimately run for weeks and then stop. There's no universally correct number — the right one is whatever gap in your clinic genuinely signals "this patient may be drifting," not "this patient just hasn't needed us yet."

At a glance
  • Lists patients whose last visit is older than a threshold you choose
  • Filters by location and a day-count threshold preset
  • Never visited is tracked separately from lapsed — it's a different situation entirely
  • The Contact column is there so the list can be worked directly, not just reviewed
Lapsed Patients report page
The Lapsed Patients report with the threshold filter set to 90 days, showing the Lapsed patients table sorted by Days since descending.

Filters

  • <strong>Location</strong> — restricts results to a single clinic location, or shows all locations combined.
  • <strong>Threshold</strong> — a day-count preset (for example 30, 60, 90, or 180 days) that sets how long since a patient's last visit before they count as lapsed.
Choosing a threshold A shorter threshold (30-60 days) surfaces patients worth a quick check-in while the relationship is still warm. A longer threshold (90-180 days) is better suited to a periodic, larger-scale win-back campaign. Try a couple of thresholds against your own patient base before settling on the one your clinic checks regularly.

KPI tiles

  • <strong>Lapsed patients</strong> — total patients whose last visit is older than the selected threshold.
  • <strong>Never visited</strong> — patients on your list with no recorded visit at all, a distinct group from lapsed patients since there's no prior relationship to reactivate, only a first visit to convert.

The Lapsed patients table

Sort by Days since to prioritize outreach — patients closest to the edge of your threshold are often the easiest to bring back, while those far past it may need a different approach, such as a broadcast campaign rather than an individual call.

PatientLast visitDays sinceContact
Patient nameDate of their most recent visitNumber of days between last visit and todayPhone or email on file, used for follow-up

FAQ

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