What This Chart Shows

The New Patients Converted by Type chart shows the percentage of new patients who completed a second visit, segmented by Case Type.

Each slice of the pie chart represents the proportion of converted patients for that specific case type within the selected time range.
This helps you visualize which types of new patient cases are most likely to continue care and which may need additional attention to improve retention.

Why This KPI Matters

This KPI is a vital measure of how different patient segments engage with your care model after their first visit.
Each case type may have unique motivations and barriers — for example, a patient with an acute injury might drop off once symptoms subside, while a wellness patient may commit to long-term maintenance care.

By understanding which categories of new patients have higher conversion rates, your practice can tailor communication, education, and follow-up strategies to increase ongoing care.

How to Use This Data

1. Identify High-Converting Case Types

Review which case types consistently show strong conversion percentages.
These represent patient groups that align well with your clinical and communication style — leverage that insight in marketing and care plan strategies.

2. Investigate Low-Converting Case Types

If certain case types show low conversion rates, assess your patient journey for those groups.
Consider whether care recommendations are being clearly communicated, or if expectations are mismatched with treatment timelines.

3. Enhance First-Visit Experience

Since most patient retention decisions are made during the first visit, ensure that providers and staff are clearly outlining benefits, outcomes, and next steps based on the case type.

4. Refine Marketing Strategy

Match your lead generation focus with the case types that demonstrate higher conversion rates.
This ensures marketing dollars are spent on attracting the types of patients most likely to engage in care.

5. Combine with Other KPIs

Use this KPI alongside New Patients Converted, Care Plan Conversion Rate, and Collections by Case Type to get a comprehensive view of patient behavior and long-term value by case category.

Best Practice Benchmarks

Top-performing chiropractic practices maintain a conversion rate of 70–85% for their primary case types, particularly wellness and chronic care patients.

Benefits to the Practice

• Reveals which patient types are most likely to return after the first visit

• Identifies where communication or education improvements are needed

• Helps allocate marketing efforts toward high-converting case types

• Supports balanced growth across different patient demographics

• Provides data-driven insight into retention performance by patient category