Retention cohorts answer whether new patients come back: of the people who started in a month, how many came back for another visit within 90 days.

What it shows

Retention cohorts groups patients by the month of their first completed appointment and, for each month, shows how many had at least one more completed appointment within 90 days. Months too recent for the 90 days to have passed aren't shown, because they can't be judged yet.

Filters: a date range with the presets Today, Week, Month, Quarter and Year or a custom range, a location. It needs the clinical reports permission, which Administrators and Practitioners have.

The Retention cohorts report with Cohorts shown, New patients, Retained and Avg retention figures and a table of monthly cohorts with retention rates.
Retention cohorts for the year, with retention between 58 and 71 percent by month.

Reading it

Headline figures: Cohorts shown, New patients, Retained, Avg retention.

Columns: Cohort, New patients, Retained, Retention rate.

Acting on it

A falling retention rate for recent cohorts is the earliest sign that first visits aren't converting; look at whether recalls are being set and reminders sent for new patients.