Introduction to the Patient Tab
The Patient tab is where MPC Explorer helps you understand your patients — who they are, how they move through your practice, and how well first visits turn into ongoing treatment.
Where the other subject areas focus on activity and revenue, the Patient tab focuses on demographics, conversion and lifecycle.
It answers the questions that matter for growth and retention, such as "How many patients who had their first exam last month came back for treatment?" or "Which practices are best at converting new patients into ongoing care?"
As with the rest of Explorer, you can ask our AI Assistant, MAC, a question in plain English and it will build the report for you.
What You Can Do with the Patient Tab
Patient Conversion
Measure how many patients move from one appointment to the next
Set what counts as "converting" and the window patients have to do it
Track conversion rates across your whole patient base
Lifecycle & Retention
Follow patients from their first appointment through to return visits and treatment
Understand where patients drop off along the way
Spot opportunities to bring patients back into active care
Demographics
Break conversion down by Age Band, Gender, Patient Status and more
Compare NHS, Private and Plan patients
See how different patient groups behave
Multi-step Journeys
Add steps to build a multi-stage funnel (for example, Exam → Treatment → Review)
See conversion and drop-off at each stage
How the Patient Tab Works
Every Patient report is built around a cohort — a group of patients defined by something they did. You describe two things:
The starting event — what the patient did, and the period it happened in (for example, patients who had their first exam in the last 30 days).
The conversion — what you want them to do next, and how long they have to do it (for example, went on to have treatment within 6 months).
Explorer then works out how many patients in that cohort converted, and shows you the result as a table or a funnel.
📝 Please Note: The date range scopes the starting event, not the conversion. A conversion is allowed to happen after the date range ends — and usually does — so a patient whose first exam fell in your chosen period still counts if they return for treatment later.
Building Your Cohort
Filters
Practices — analyse all dental practices or focus on specific ones
Payors — include all payors or narrow to a specific one
Starting Event
What did they do? — the action that defines the cohort (for example, Had an appointment)
Which appointment — which appointment counts (for example, their first of this type)
Treatment category — limit to a category, or leave as All Categories
Date Range — the period the starting event fell in (for example, Last 30 Days)
Converted
Within — how long patients have to convert (for example, within 6 months)
To an appointment for — what counts as converting, by treatment category
Add Step
Use + Add step to extend the journey into a multi-stage funnel
Each step becomes another stage patients can progress through
💡 Top Tip: Start simple — one starting event and one conversion — then add steps or breakdowns once you have your baseline. When you're ready, click Generate Report, or use Reset Configuration to start again.
Breakdowns
Breakdowns let you split your conversion results into groups so you can compare them. Add one or more, then drag them into the order you want using Hierarchy Order.
Available breakdowns include:
Practice
Provider
Patient Status
Age Band
Gender
NHS / Private / Plan
Referral Source
Treatment Category (Step 1) and Treatment Category (Step 2)
📝 Please Note: Some breakdowns are only available with certain cohort configurations. When a breakdown doesn't apply to your current setup it appears greyed out.
Viewing Your Results
Table View
See conversion numbers and rates for each group in your breakdown
Organised by your hierarchy order
Funnel View
A visual flow showing how patients move from the starting event through to conversion
Ideal for seeing where patients drop off between stages
Saving & Sharing
Give your report a name (it starts as "Untitled Report")
Use Save Report to reuse it later, and Load Report to open a saved one
Use Share to send it to colleagues
Create Your First Patient Report
Select the Patient subject area
Choose your Practices and Payors
Set the Starting event — what patients did, and the date range it fell in
Set what counts as Converted — the follow-up action and the time window
(Optional) Add a breakdown to compare groups, or + Add step for a multi-stage funnel
Click Generate Report
Switch between Table View and Funnel View, then Save or Share
💡 Tips to Get More from the Patient Tab
Remember the date range scopes the starting event — conversions can, and usually do, happen after it
Add a breakdown to compare conversion across practices, providers or categories
Start with a simple two-stage cohort before building longer funnels
Save the reports you use often so you can reload them in one click
Use MAC to build reports by asking in plain English
💡 Top Tip: Try asking MAC "How many new patients last month came back for treatment within 6 months?" — then refine the cohort or add a breakdown from there.
Please see below our video guide to the Patient (Beta) tab