What This Chart Shows

The Appointments by Case Type chart provides a visual breakdown of all appointments within the selected time period, grouped by visit classification — typically General Complaint (new or condition-based care) and Wellness Visit (maintenance or follow-up care).

It displays both the total number of appointments and the percentage distribution between each case type, allowing you to easily evaluate your clinic’s case composition over time.

Why This KPI Matters

The balance between General Complaint and Wellness Visit appointments is a critical indicator of your practice’s operational health and growth maturity.

• A high percentage of General Complaint visits suggests strong new patient acquisition, acute cases, or symptom-driven care.

• A high percentage of Wellness Visits reflects strong retention, loyalty, and proactive care adoption.

For most chiropractic practices, maintaining a healthy mix of both is essential:

• Too many complaint visits → may indicate poor retention or weak follow-up care systems.

• Too many wellness visits → may mean fewer new patients entering the funnel, limiting growth.

By tracking this balance, you can identify whether your efforts are focused more on growth or retention, and adjust your marketing or care plan strategy accordingly.

How to Use This Data

1. Evaluate Case Mix Trends

Track how your percentages shift each quarter or year.
An increasing share of wellness visits usually indicates improved patient satisfaction, follow-up systems, and care plan adherence.

2. Align with Business Goals

If your goal is growth, focus on campaigns that bring in new patients for general complaints.
If your goal is stability and higher average patient value, focus on care plan continuity and wellness retention.

3. Identify Conversion Opportunities

Patients starting in a general complaint case should ideally transition into a wellness or maintenance phase.
Use this chart to measure how effectively that transition happens in your practice.

4. Support Team Training

Share these insights with providers and front desk staff to emphasize rebooking and care continuation.
When staff understand the “why,” they can help balance your visit types more intentionally.

Best Practice Benchmarks

1. General Complaint: 60–75% = Healthy new patient inflow
   
2. Wellness Visit: 25–40% =Strong retention and long-term care engagement

Benefits to the Practice

• Provides insight into patient lifecycle and retention trends

• Helps optimize marketing and care plan strategies

• Supports predictable scheduling and balanced revenue flow

• Encourages data-driven patient conversion from acute to maintenance care