The Appointment Types by Month chart tracks the number of appointments by type — such as Adjustments, Intakes, Exams, and other visit categories — across each month within the selected date range.
Each colored bar represents a unique appointment type, showing how your clinic’s activity mix changes month to month.
This KPI provides a clear picture of both clinical workload and new patient acquisition trends throughout the year.
This KPI is essential for understanding your clinical balance and business growth health.
A strong and consistent adjustment volume signals solid patient retention and steady revenue.
Regular intakes and exams indicate ongoing new patient flow, ensuring long-term practice sustainability.
Low or fluctuating intake counts may highlight weaknesses in marketing or referral generation.
Monitoring this KPI helps chiropractic practice owners evaluate performance trends, plan for seasonal changes, and maintain the right balance between patient acquisition and retention.
Compare monthly intake and exam counts to ensure consistent new patient acquisition. Drops in these numbers can indicate marketing or scheduling issues.
Monitor adjustment volume month over month. Consistent or increasing adjustment counts reflect stable care plan adherence and ongoing patient engagement.
Identify months where appointment types fluctuate — such as summer slowdowns or new-year surges — and adjust promotional efforts or staff availability accordingly.
Understanding when and what types of appointments occur most frequently allows you to allocate time slots, providers, and support staff efficiently.
Use this KPI alongside “Appointments by Type” or “Appointment Status by Month” to analyze patient flow holistically — from intake to completed visits.
A healthy chiropractic practice typically maintains 70–85% of total appointments as adjustments, reflecting active care and retention.
Exams and intakes should make up 10–20% of monthly visits, representing a steady flow of new patients entering care plans.
Specialized services such as X-rays, re-evaluations, or wellness visits should account for the remaining 5–10%.
Consistency across months is key — sharp drops in intake or exam volume suggest a slowdown in new patient acquisition, while declining adjustment counts may indicate retention challenges.
Practices that balance these metrics maintain predictable revenue, better resource planning, and long-term stability.
Improves visibility into monthly patient flow and appointment balance
Identifies gaps in new patient acquisition or care plan retention
Supports forecasting and staffing optimization
Enhances marketing and scheduling strategies
Promotes data-driven growth and operational efficiency