The New Patient Retention Report provides a detailed look at how well your practice is retaining new patients after a key appointment type (such as a New Patient Appointment or Report of Findings).
It tracks how many patients return for follow-up visits and offers insights into time-of-day performance trends.
How to Access the New Patient Retention Report
Navigate to Reporting > Simple Reporting.
Click on the New Patient Retention tab.
What the New Patient Retention Report Shows
This report allows you to:
Select an Appointment Type to track (e.g., New Patient Appointment, Report of Findings).
View how many patients stayed for 1, 2, 3, 4, or 5 follow-up visits.
See retention percentages at each visit milestone.
For example:
Follow-Up Visit | Retention Percentage |
1 Visit | 95% |
2 Visits | 86% |
3 Visits | 81% |
4 Visits | 81% |
5 Visits | (example) 81% |
Filtering Options
You can further refine the report with:
Time of Day Filter
Analyze patient retention based on the time of day the initial appointment took place.
Example:
11:00 AM appointments: Only 50% of patients stayed through five visits.
2:00 PM appointments: 100% retention through five visits.
Tip:
This insight can help you understand when your team is most effective, energetic, and impactful during key patient interactions.
Payment Information
You can also view payment totals and payment types associated with the patients included in the report.
This helps you track not just visit retention, but also associated revenue.
Example Use Cases
Identify Top Performing Time Blocks:
Adjust scheduling to maximize retention during your strongest hours.Doctor/Staff Performance Evaluation:
Understand when providers are delivering the best new patient experiences.Marketing and Care Plan Adjustment:
Fine-tune new patient follow-up processes to increase long-term retention rates.
Quick Summary
Feature | Details |
Retention Tracking | Measures how many patients return after a key appointment type |
Time-of-Day Analysis | Understand retention trends by appointment time |
Payment Overview | See payment totals and types for retained patients |
Strategic Insights | Identify opportunities to improve new patient experience and long-term retention |
The New Patient Retention Report provides critical visibility into your patient journey, helping you spot patterns, improve provider performance, and boost your overall patient retention.
If you would like a sample "New Patient Follow-Up Plan" or "Retention Booster Checklist," contact ChiroHD support — we would be happy to help!