What is the Patient Analysis Report?
This report analyses patient appointment patterns, including average visits per patient, time between appointments and provides insights into patient engagement levels.
🚨 Important to remember: This is a Tier 3 report. If you do not have access to the report. Please contact our support team to upgrade on Support@mypracticecloud.com
Useful For: Assessing patient loyalty, recognising opportunities to increase visit frequency, and strengthening patient retention strategies.
Select Practice
Select Provider
Select Payor Code
Select Patient Category Type:
Select Patient Analytic Items
Select Active/Inactive:
Description of what can be chosen in the Patient Analytic Items dropdown
Description of what can be chosen in the Patient Analytic Items dropdown
Date Registered: The date the Patient was added to the Patient Management Software (PMS)database
Patient Code
Patient Payor Code: The Payor Code is assigned to a patient to indicate their payment provider (e.g., NHS, Denplan, Private, etc.)
Inactive: Patient is marked as Inactive
Patient Name
Patient Payor Name: The Payor Name assigned to the Patient e.g., NHS or Denplan or Private etc
Dentist Code: The code in the PMS associated with the Provider
Patient Dentist: The Dentist that has been assigned to the Patient
Age
Child or Adult: Child if the Patient is under 18 years old
Male or Female
Capitation Band: If the Capitation scheme has bands, this is the Band that has been assigned to the Patient
Capitation Band Fee: If the Capitation scheme has bands, and a Band has been assigned to the Patient, this is the associated monthly fee
Last Attendance Date Dentist: Last Appointment with a Dentist (excluding cancelled and failed)
Last Attendance Date Hygienist: Last Appointment with a Hygienist (excluding cancelled and failed)
Next Appointment Dentist: Next Appointment with a Dentist (excluding cancelled)
Next Appointment Hygienist: Next Appointment with a Hygienist (excluding cancelled)
Open/In Progress COT Number: The number of the Course of Treatment that is currently open. Clicking on the COT number will open a new tab in the browser showing the Treatment Plans Detail page
Latest COT Number: The number of the last completed Course of Treatment. Clicking on the COT number will open a new tab in the browser showing the Treatment Plans Detail page
Debit/Credit Status: Debit if the patient has an outstanding debt or any Credit if the patient has paid in advance for treatments
Debt Value: The Patient is in debt if the value is positive and greater than zero. The Patient is in credit if the value is negative
Marketing Consent status: will show if a patient has Opted In, Opted Out or will show as blank if this has not been completed
Referral Details: The name of the referral source, e.g., Practice Sign, Website, Horse & Hound Advert etc
Address
Post Code
Mobile Phone
Email
Date Made Inactive: Date the Patient was marked as inactive
To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.
You can use the Print button in the top right as needed.
To set up automation of the report you can use the Schedule Report button