📝 Overview
Statistics is a single-row, date-range summary of your practice's visit and collections activity in Simple Reporting — covering new patients, visit counts by service category, pricing, and collections, all in one customizable table. The only filter is the date range.
To access this report, go to Reporting > Simple Reporting, then select the Statistics tab.
⚠️ Visit stats on this report are calculated using charges — not appointments. This is the opposite basis used by the Appointments tab in Simple Reporting, which calculates using appointments instead. If the two reports show different visit counts for the same period, this is why — they are counting two different things.
⚙️ Customizing the Columns
Statistics displays a wide range of metrics, and not every office needs all of them visible at once. Use the gear icon dropdown above the table to toggle individual columns on or off. Your column selections are saved automatically and will persist the next time you open this report.
Available columns include: New Patients, Stayed in Practice (SIP), visit counts by category (Chiropractic, Exam, Massage, Nutrition, Stretch, Laser, Red Light Therapy, Weight Loss, Acupuncture, Rehab, Neuropathy, Mental Health, Decompression, Shockwave), Total Visits, Unique Patients, Price Per Visit, Total Charges, Insurance Collections, Patient Collections, Refunds, Total Collections, and Insurance Collections %.
💡 SIP (Stayed in Practice) is defined specifically as new patients who came back for a second chiropractic visit — hover over the column header for this definition directly in the report.
⚠️ Understanding the Discrepancy Flags
Four columns — Total Charges, Insurance Collections, Patient Collections, and Refunds — include a built-in discrepancy check. If the percentage difference between an item's posting date and its created date exceeds your office's configured threshold, the number is marked with an asterisk and becomes clickable.
Clicking a flagged number opens a detail view showing exactly which items are contributing to the discrepancy — useful for identifying backdated entries that may be skewing the totals for the period you're reviewing.
Why this matters: A charge or payment entered today but posted with a date from last month will count toward last month's total in this report, even though it was actually entered today. The discrepancy flag exists to surface when that's happening at a meaningful scale, rather than leaving you to wonder why a past period's numbers shifted after the fact.
The discrepancy threshold itself is a configurable setting — if your office is seeing frequent flags and wants to adjust sensitivity, that's a setting question rather than something to change within the report itself.
❓ Common Questions
Why do my visit counts here differ from the Appointments tab in Simple Reporting? This report counts visits based on charges added to the ledger. The Appointments tab counts based on appointment records and their status. They are two different methods and will not always match — especially if appointments were charged on a different day than they occurred, or if a charge exists without a corresponding appointment.
What does the asterisk next to a number mean? It indicates a discrepancy between the posting date and created date for items contributing to that total, above your office's configured threshold. Click the number to see the detail behind it.
Will my column choices reset if I leave the page? No — your column selections are saved and will persist the next time you open Practice Statistics.
What counts as "Stayed in Practice"? A new patient who returned for a second chiropractic visit. This is shown as a percentage in the SIP column.
✅ Key Takeaways
The Statistics report calculates visit stats using charges, not appointments — the opposite basis of the Appointments tab, which can cause the two reports to show different numbers for the same period.
The column set is fully customizable via the gear icon and your selection is saved automatically.
Total Charges, Insurance Collections, Patient Collections, and Refunds include discrepancy flags when posting date and created date diverge beyond a configured threshold — click a flagged number to see the detail.
The only filter is date range.
📌 Conclusion
The Statistics report is the most data-dense single view in Simple Reporting, and the column chooser makes it adaptable to whatever metrics matter most to your office on a given day. The two features worth remembering are the charges-vs-appointments distinction (which explains mismatches against the Appointments tab) and the discrepancy flags (which catch backdated entries quietly skewing a period's totals before they become a bigger reconciliation problem).