The patient reports are about who's coming back and who isn't: new patients by source, lapsed patients, recalls due, retention. Each points at a list you can act on.
What you'll learn
- Which reports are in this group and what question each answers
- Who can run them
- Where the figures come from
The patient reports
These need the clinical reports permission, so Administrators and Practitioners see them.
| Report | Answers | Filters |
|---|---|---|
| New patients by source | Where new patients came from, by referral source. | Date range, location |
| Lapsed patients | Who hasn't had a completed visit in 30, 60, 90 or 180 days. | Location, threshold (snapshot) |
| Recalls due | Recalls falling due in the period, and overdue ones. | Date range, location |
| Retention cohorts | Of each month's new patients, how many came back within 90 days. | Date range, location |
| Upcoming birthdays | Birthdays in the next 31 days. | Date range, location |
For bringing people back, run Lapsed patients and Recalls due together: the first finds people with no plan to return, the second the ones with a date already set.