Dashboards
Patient Churn Rate
What This Metric Shows The Patient Churn Rate measures patient attrition — the effectiveness of your practice in retaining its patient base over time. If your churn rate is increasing, it suggests that fewer patients are completing their care plans ...
Patient Averages
What This Chart Shows The Patient Averages metric provides insight into how patients engage with your practice and how that translates into financial performance. This data reflects three averages calculated across all patients within the selected ...
New Patients Converted by Type
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. Case Types may include categories such as General Complaint, Auto Accident, Sports Injury, ...
New Patients Converted
What This Chart Shows The New Patients Converted KPI tracks how effectively your practice converts first-time patients into returning patients within the selected time frame. It counts: New Patients: The total number of individuals who had their ...
Service Billed vs. Collected
What This Chart Shows The Service Billed vs. Collected chart provides a month-by-month view of your financial performance, comparing how much revenue your practice billed versus how much was actually collected. The billed line represents the total ...
Collections for Insurance vs Self-Pay Claims
What This Chart Shows The Collections for Insurance vs Self-Pay Claims chart breaks down total revenue collected during the selected date range by payment source. It shows the proportion of income that came from insurance reimbursements versus ...
Service Revenue by Source
What This Chart Shows The Service Revenue by Source chart provides a visual breakdown of your practice’s total service revenue, divided by payment source — either cash (self-pay) or insurance reimbursements — within the selected date range. Each ...
Income by Lead Source
What This Chart Shows The Income by Lead Source chart displays a breakdown of your practice’s total income, segmented by the lead source that brought each patient to your clinic. Typical lead sources include Google Ads, organic website traffic, ...
Insurance vs. Self-Pay Appointments
What This Chart Shows The Insurance vs. Self-Pay Appointments chart displays the number of visits associated with insurance claims versus self-pay (out-of-pocket) appointments, grouped by appointment type. Each bar represents how many appointments ...
Amount Billed vs. Amount Collected by Appointment Type
What This Chart Shows The Amount Billed vs. Amount Collected by Appointment Type chart provides a clear comparison between the total amounts billed and collected for each type of appointment — such as Adjustments, Exams, or X-Rays. The grey bar ...
Total Revenue
What This Chart Shows The Total Revenue chart provides a month-by-month overview of your chiropractic practice’s income performance, displaying two key financial indicators: Total Revenue — the total amount billed for services and products during the ...
Product vs. Service Income
What This Chart Shows The Product vs. Service Income chart displays a visual breakdown of your total income for the selected time period, divided between product sales and service revenue. Product income typically includes retail items such as ...
Scheduled Appointments by Type
What This Chart Shows The Scheduled Appointments by Type chart provides a weekly overview of how upcoming appointments are distributed by appointment category — including Adjustments, Exams, X-Rays, and other service types. Each bar represents the ...
Appointment Types by Month
What This Chart Shows 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 ...
Appointment Status Counts by Month
What This Chart Shows The Appointment Status Counts by Month chart visualizes monthly trends in patient attendance, showing the number of appointments that were Completed, Cancelled, or Missed within the selected date range. Each line represents a ...
Appointment Duration Averages
What This Chart Shows The Appointment Duration Averages chart breaks down the average time patients spend in different stages of their visit. Waiting – The time between patient check-in and the start of their appointment. In Progress – The duration ...
Appointments by Type
What This Chart Shows 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 ...
Appointments by Time of Day
What This Chart Shows The Appointments by Time of Day chart provides a clear view of how patient visits are distributed across the day — segmented into morning, afternoon, and evening time blocks. Each bar represents the total number of appointments ...
Appointments by Time
What This Chart Shows The Appointments by Time chart provides a visual breakdown of when appointments are scheduled throughout the day. Each bar represents the number of appointments that occurred during a specific hour, offering insight into your ...
Weekly Appointments by Day
What This Chart Shows The Weekly Appointments by Day chart provides a day-by-day breakdown of your scheduled appointments for the selected week. Each bar represents the number of appointments segmented by time of day (Morning, Afternoon, and ...
Appointments by Case Type
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 ...
Appointment Efficiency Overview
What This Chart Shows The Appointment Efficiency Overview is designed to measure how well your team maintains continuity in patient scheduling. It identifies patients who had an appointment during the selected date range but currently have no future ...
Appointment Summary – What This Chart Shows
Appointment Summary – What This Chart Shows The Appointment Summary provides a real-time snapshot of your practice’s scheduling and visit activity within the selected date range. It breaks down total appointments into key categories such as ...