The Statistics Report in Simple Reporting offers a powerful overview of your office’s performance based on charges, not appointments.
This report is useful for monitoring patient flow, financials, and the success of your marketing efforts over a selected period of time.
Important to Remember
Statistics are based on charges, not appointments.
Data is pulled from the services posted on the patient's ledger.
Your System Configuration settings define what ChiroHD counts as a new patient, chiropractic visit, massage visit, nutrition service, or stretch appointment.
Tip:
If numbers on the report look incorrect, always check your System Configuration first.
How to Access the Statistics Report
Navigate to Reporting > Simple Reporting.
Click on the Statistics tab.
Set your desired date range (Today, This Month, This Year, etc.) or manually select start and end dates.
Understanding the Report Layout
General Practice Metrics
Field | Description |
New Patients | Determined by specific CPT codes configured in System Settings. |
Chiropractic Visits | Counted based on codes listed under Chiropractic Visits. |
Massage, Nutrition, Stretch Visits | Also tracked based on system-defined codes. |
Total Visits | Total number of visits during the selected period. |
Unique Patients | The count of distinct patients seen during the period. |
Average Dollar per Visit | Total charges divided by the number of visits. |
Charges | Total dollar amount of services billed. |
Insurance Collections | Amount collected from insurance companies. |
Patient Collections | Amount collected directly from patients. |
Refunds | Any refunds issued during the period. |
Total Collections | Combined total of insurance and patient collections. |
Insurance Percentage | Percent of total collections received from insurance. |
Helpful Report Features
Hover Tooltips:
Hover over certain numbers to see special notes.
Example: If a patient had duplicate new patient charges, the report will automatically exclude duplicates from the new patient count.Field Toggles:
You can add or remove fields such as Massage Visits, Nutrition Visits, and Stretch Visits to customize the view.
Marketing Analysis Section
Located at the bottom of the report, this section helps you analyze the effectiveness of your marketing efforts by referral source.
Field | Description |
Leads | Number of leads received from each referral source. |
Prospects | Leads that have engaged but not yet scheduled. |
New Patients | Number of leads who converted to new patients. |
Conversions | Leads that came back for at least one follow-up visit. |
Committed to Care | Leads who committed to ongoing care. |
Period Collected | Revenue collected during the reporting period. |
Collected Per Patient | Average amount collected per patient in the reporting period. |
Lifetime Collected | Total lifetime revenue generated from patients referred by the source. |
Lifetime Per Patient | Average lifetime revenue per patient for each referral source. |
Totals for each referral source and for the entire office are provided at the bottom of the section.
Example Use Cases
Track New Patient Volume:
Know how many true new patients came into your practice.Monitor Collections Performance:
View insurance vs. patient collections over time.Evaluate Marketing ROI:
Compare revenue generated from specific referral sources against your ad spend on platforms like Facebook or Google.
Quick Summary
Feature | Based On | Key Insights Provided |
General Practice Stats | Charges | Patient counts, visit averages, financials |
Marketing Analysis | New Patient Referral Sources | Referral source effectiveness and revenue |
The Simple Reporting: Statistics Report is an essential tool for tracking both operational and marketing success at a glance.
If you would like assistance setting up best practices for using the Statistics Report during monthly team meetings, please contact ChiroHD support.