The Appointments by Type chart provides a breakdown of all appointments within the selected date range, categorized by appointment type — such as Adjustments, Intakes, Exams, No Intake, and X-Rays.
Each bar shows the total count of visits per category, helping you see how your appointment mix is distributed. This visualization highlights which services or visit types dominate your daily operations.
Monitoring appointment types gives valuable insight into the clinical and business health of your practice.
A high percentage of Adjustments reflects strong retention and active care plan participation.
A steady flow of Intakes and Exams indicates healthy new patient acquisition and onboarding.
If diagnostic appointments (like X-Rays or Exams) are too low, it may signal missed opportunities for complete care assessment.
Balancing appointment types helps ensure your practice maintains both steady recurring care and continuous new patient growth, supporting long-term stability and revenue forecasting.
Use this KPI to ensure each stage of the patient journey — from intake and exam to adjustment — is represented consistently.
A sudden drop in intake or exam volume may indicate that new patient acquisition has slowed, while an unusually high adjustment ratio could suggest over-reliance on existing patients.
Different appointment types require different time investments.
For example, exams take longer than adjustments.
Tracking this balance helps allocate provider time efficiently and improve scheduling predictability.
Compare intake and exam counts against adjustments to see if new patients are successfully converting into active care plans.
If intake numbers are high but adjustments remain low, follow-up procedures may need improvement.
Understanding your appointment mix helps plan billing cycles, staffing, and operational flow — ensuring you have the right balance of services to sustain profitability.
In a thriving chiropractic practice, adjustments typically account for about 70–85% of total visits, reflecting consistent ongoing care.
Exams and intakes should represent approximately 10–20% of all appointments to maintain a steady stream of new patients and ensure growth.
The remaining 5–10% should come from specialized services like x-rays, re-evaluations, or wellness check-ins.
Monitoring this mix regularly ensures the practice maintains both retention and acquisition balance, helping forecast appointment volume and resource demand more accurately.
Provides insight into patient retention vs. acquisition balance
Helps forecast appointment demand and provider workload
Identifies care plan conversion opportunities
Supports resource and staffing decisions
Ensures a sustainable mix of recurring and new patient revenue