The Pending Inactive Report helps your office identify patients who have not been in the office for a set period of time, making it easy to follow up with them before officially marking them inactive.
How the Pending Inactive Status Works
The Pending Inactive status is triggered based on a setting in System Configuration.
The system uses the "Days Before Pending Inactive" value to determine when a patient is considered at risk of becoming inactive.
Example: If your network’s setting is 90 days, any patient who has not had an appointment in the past 90 days will show up on this report.
Tip:
You can adjust the number of days at the System Level under System Configuration.
How to Access the Pending Inactive Report
Navigate to Reporting > Simple Reporting.
Click on the Pending Inactive tab.
Adjust your date range if needed to review a wider period.
What the Pending Inactive Report Displays
For each patient who meets the pending inactive criteria, you will see:
Field | Description |
Patient Name | Full name of the patient |
Last Visit Date | Date of the patient's last appointment |
Contact Options | Tools to help reach out to the patient |
Managing Patients From the Report
Mark as Inactive:
If the patient is not planning to return, you can officially mark them inactive.Contact the Patient:
Reach out via phone, text, or email to encourage the patient to schedule a new visit and return to care.
Quick Summary
Feature | Details |
Tracks At-Risk Patients | Patients who have not been seen in the configured number of days |
Action Options | Mark as inactive or reach out for reactivation |
Customizable Settings | Days threshold adjustable under System Configuration |
The Pending Inactive Report gives your team a proactive way to monitor patient retention and re-engagement opportunities, helping minimize attrition and support long-term patient relationships.
If you would like a sample "Reactivation Call Script" for your team to use with patients on this list, reach out to ChiroHD support.