📝 Overview
Patients Without Future Appointments is one of several Health Check panels under Simple Reporting. It identifies active patients who had an appointment within a recent window you define — but do not have any future appointment scheduled. It is designed to help your team proactively reach out to patients who are at risk of lapsing before they stop coming in entirely.
To access this report, go to Reporting > Simple Reporting, then select the Health Check tab and open the Patients without Future Appointments panel. From the Health Check tab, click Check All to run every Health Check panel at once, or Run on this panel individually.
💡 Recommended cadence: Run Health Check daily, at the end of each shift, or weekly. Catching patients without a next appointment before they lapse is easier than reactivating them after the fact.
⚙️ Configuring the Lookback Window
Unlike other Health Check panels, this one has a configurable filter built directly into the panel — a days dropdown that controls how far back ChiroHD looks for a patient's last appointment. The report runs immediately when you change this value.
The available options are:
7 days / 30 days / 60 days / 90 days / 120 days / 180 days / 365 days
How to read this filter: Selecting 30 days returns active patients who had an appointment within the last 30 days but have no future appointment on the books. Selecting 90 days widens that window — returning patients who came in anytime in the last 3 months but haven't rescheduled. The longer the window, the broader the list.
The report checks for any appointment type within the selected window — it is not limited to a specific appointment type.
📊 What the Report Shows
If everything is clear, the panel displays: "Congratulations, you don't have any items that match this health check!"
When patients are flagged, the panel shows a table with:
Column | What It Shows |
Patient | The patient's name (clickable — opens the patient's snapshot) |
Last Appointment | The date of their most recent appointment |
Note: There is no "Exclude from report" button on this panel. Every patient on this list needs to be actioned — either by scheduling a future appointment, reaching out to them, or addressing the situation another way. The list will clear naturally once a future appointment is booked for the patient or once they fall outside the lookback window you selected.
📤 Export Options
This panel includes its own export buttons, separate from the general Health Check tab controls:
PDF — print icon, generates a printable list
CSV — downloads the flagged patient list as a spreadsheet
Use the CSV export when you need to work through a large list, assign follow-up calls to specific staff members, or import the data into another tool.
📞 Following Up With Flagged Patients
Click the patient's name to open their snapshot and review their appointment history. From there:
Call the patient — use the phone number on file to call directly
Send a text — if the patient has a cell phone number listed, click it to open the two-way texting feature and send a message such as "Hi, would you like to schedule your next appointment?"
Schedule an appointment — book the next visit directly from the patient's profile
💡 For larger lists or more targeted outreach, the Advanced Patient Search (Call List) in Simple Reporting offers more filtering options — including the ability to combine "no future appointment" with other criteria like visit count, balance, or tag — and supports bulk text messaging directly from the results.
❓ Common Questions
What does changing the days dropdown do? It adjusts how far back ChiroHD looks for a patient's last appointment. The report re-runs immediately when you change the value — no need to click Run again. A shorter window (7 or 30 days) gives you a tighter, more recent list; a longer window (180 or 365 days) surfaces patients who came in further back but still haven't rescheduled.
Does this report include all appointment types? Yes — the lookback window checks for any appointment type, not just a specific one. Any active patient who had any appointment within the selected window and has no future appointment scheduled will appear.
Will a patient drop off the list automatically once they book? Yes — once a future appointment is scheduled for a patient, they will no longer match the criteria and will not appear the next time the panel runs.
Can I exclude a patient from this report without scheduling them? No — there is no "Exclude from report" button on this panel. Patients will only drop off by booking a future appointment or by falling outside the lookback window you have selected.
Why would I use Advanced Patient Search instead of this report? This panel is a quick, single-criteria check. Advanced Patient Search (Call List) lets you combine "no future appointment" with other filters — such as a specific tag, balance range, or visit count — and supports bulk text messaging directly from the results. Use this panel for a fast daily check; use Advanced Patient Search for a more targeted or segmented outreach campaign.
✅ Key Takeaways
Patients Without Future Appointments flags active patients who had an appointment within your selected window but have no future appointment scheduled.
The days dropdown (7 / 30 / 60 / 90 / 120 / 180 / 365) re-runs the report immediately on change — it is the only filter on this panel.
The report checks any appointment type — it is not limited to a specific type.
Columns are Patient and Last Appointment only — two columns, no exclusion button.
This panel has its own PDF and CSV export buttons, unique among Health Check panels.
Patients drop off the list naturally once a future appointment is booked or they fall outside the lookback window.
For more targeted outreach, use Advanced Patient Search (Call List) alongside this panel.
Recommended cadence: daily, end-of-shift, or weekly.
📌 Conclusion
Patients Without Future Appointments is one of the most directly actionable Health Check panels because every name on the list is a patient who came in recently but hasn't rescheduled — a specific, high-value group worth a quick call or text. The configurable lookback window lets you adjust how aggressively you want to flag patients, and the built-in PDF and CSV export makes it easy to assign the list to staff for systematic follow-up. For more complex outreach campaigns that combine this criteria with other patient attributes, Advanced Patient Search gives you that added flexibility.