Patient Summary

Patient Summary

What This Chart Shows

The Patient Summary displays a categorized overview of your patient population, grouped by key engagement statuses within the selected date range:

  • Prospect: Potential patients who have expressed interest but haven’t yet scheduled.

  • New: First-time patients who’ve completed their initial appointment.

  • Active: Patients currently under care or with future appointments scheduled.

  • Inactive: Patients who have not returned for a set period and have no future visits scheduled.
    Additional metrics include:

  • Booked: Total number of patients with upcoming appointments.

  • Percent Booked: The ratio of booked patients compared to your total prospect or active patient base.

Together, these indicators form a real-time snapshot of your practice’s patient lifecycle — from attraction to retention.

Why This KPI Matters

This KPI helps you understand both the health of your patient base and the efficiency of your operational systems.
A balanced distribution across new, active, and inactive categories shows consistent patient flow and effective retention.
If one category dominates — for example, too many prospects but few new or active patients — it may highlight issues in lead conversion, onboarding, or engagement.

For chiropractic practices, retaining patients through consistent care plans is essential not only for patient outcomes but also for financial stability.
This metric directly connects marketing effectiveness, scheduling performance, and patient experience outcomes.

How to Use This Data

1. Evaluate Patient Flow

Identify whether your practice is successfully moving patients through the pipeline — from prospect → new → active → wellness maintenance.
A bottleneck at any stage may indicate the need for improved follow-up or onboarding automation.

2. Monitor Retention and Reactivation

If the inactive count grows, it’s a red flag for potential revenue loss.
Use this insight to launch reactivation campaigns or recall programs targeting patients overdue for care.

3. Measure Scheduling Effectiveness

Track your Percent Booked to ensure new and existing patients are consistently scheduled for follow-ups.
Low booking percentages may suggest gaps in front desk procedures or patient follow-through.

4. Align Marketing and Care Plans

Compare your Prospect and New patient counts to measure marketing ROI.
If you’re generating many leads but few new patients, review your conversion scripts or onboarding process.

5. Plan for Growth

Over time, this metric can inform hiring needs, appointment slot optimization, and front desk staffing based on patient volume trends.

Best Practice Benchmarks

Successful chiropractic practices maintain approximately 60–70% of their patients as Active, with 20–25% inactive at any given time.
New patients should make up around 8–12% of total monthly visits, ensuring a continuous flow of growth.

A Percent Booked rate of 80% or higher indicates strong engagement and scheduling efficiency.

Practices falling below these levels often face hidden inefficiencies — such as weak recall systems or inconsistent follow-up procedures.

Regular monitoring allows you to implement timely interventions to maintain healthy retention, consistent revenue, and predictable practice growth.

Benefits to the Practice

  • Tracks patient lifecycle from first contact to long-term retention

  • Identifies drop-offs in scheduling or engagement

  • Helps align marketing, scheduling, and care planning

  • Supports predictable growth and revenue forecasting

  • Enables proactive reactivation strategies

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