
Patient & Clinical Reports
Guide to using the Patient & Clinical Reports
By Courtney and 1 other2 authors15 articles
- How to Use the FTA or Cancelled Patients Without Appointment Booked reportHow to get the most from FTA or Cancelled Patients Without Appointment Booked report.
- How To Use Future Appointment Types ReportTier 3️⃣ - Forward Planning and Forecasting by Booked Appointment Types
- How to Use the Patient Demographics by Payor Type ReportHow to track your patient demographics by Payor type
- How to Use the Revenue By Service Code ReportRevenue By Service Code Report
- How to Use the Treatment Plans by Period ReportAnalyse Your Treatment Plans
- How to Use the Patient Analysis-Appointments ReportTier 3️⃣- Track Patient Records Created within Reporting Period
- How to Use the Active Patients ReportTrack Patients based on the time since their last appointment
- How to Use the Lapsed patients and Last Treatment List ReportUsing Lapsed patients and last treatment List Report
- How to Use the Recall Failed Patients Without Appt Booked ReportUsing the Recall Failed Patients Without an Appointment Booked
- How to Use the Registered Patients Summary ReportUsing Registered Patients Summary Report
- How to Use the Treatment Types and Appointment Chair Time ReportUsing Treatment Types and Appointment Chair Time Report
- How to Use the New Patients Summary ReportA guide to the New Patient Summary Report
- How to use New Patients Created AnalysisTrack patient acquisition across your practices, understand how quickly new patients are converting into booked and attended appointments, and identify where in the journey new patients are dropping off.
- How to Use The Treatment Plans by Period DetailLearn how to track your treatment pipeline, monitor plan value and invoicing, and identify patients with outstanding or unbooked treatment.
- How to use the Active Patients in Period reportTrack how your active and lapsed patient base changes month by month across your practices
