The Patients Report will let you determine how effective your marketing is in bringing in new patients to your practice, and then will let you know how many of these new patients have completed their first appointment.

Dentally Patients Report icon

The Patients Report Filters

To find your newly registered patients set the filters in the Patients Report:

  • Active > Is active

  • Record Created > Absolute after a chosen date

  • OR

  • Record Created > Relative > Less than a number of days ago. If you wanted all the patients in the last 3 months, use Relative > Less than 92 days ago.

If these patients have attended and completed treatment, there will be an invoice. So add the following filter:

  • Account Data > Total Invoiced> Is more than 0

Save the segment. You might like to call this segment New patients in last 3 months.

Change the Display

To show acquisition source, or the total invoiced amounts, change the fields on display.

Dentally Change display fields in Patients Report
  • Use the Display attributes icon at the top right of the screen

  • Select Total Invoiced and this will display on the screen

  • You can deselect other fields if your screen is a bit crowded.

  • Select to display Acquisition Source if you want to see whether a Groupon or Facebook Ad campaign has worked for you.

  • Add the Planned Treatment value and / or the Planned Treatment Value (NHS) to see the future value of this patient to your practice.

  • You can export this data and import it into a spreadsheet if you want to perform additional filters on the data displayed.

To add acquisition sources

To add in a new type/option for the source of the new patient (so where they have come from), you need to:

  1. Go to settings

  2. Access contacts

  3. Click on Acquisition sources

  4. Click the + to add new options

The Patients Report

To learn more about the Patients Report and how you might use it, we have a number of tutorial webpages for you to refer to.

The Patients Report

How do I track all bad debtors?

Using the Patients report and Messaging feature to contact large groups of patients

How can I find all my new patients?

How do I send out marketing emails to patients?

How can I find and contact all patients who owe money?

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