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Headline
Practice Performance
Monthly appointment volume — attended
By appointment type · hover for breakdown · current month highlighted
Adjustment
Progress/Rescan
ROF
New Patient
Admin
Staff
Attraction
New patient attraction by segment
NPA appointments attended · hover for details · current month highlighted
Adult
Prenatal
Child
Newborn
Referral sources
New patients by source · patient referrals grouped · unrecorded excluded · hover for details
Referees — patients referred by existing patients this month
Conversion
Free consult conversion
% of free consult attendees who subsequently attended a New Patient Assessment
"Did not start" rate
Patients who booked an NPA or free consult but never attended any follow-up
New patient conversion to Report of Findings
How calculated: % of new patients (NPA attended) who subsequently attended a Report of Findings appointment.
ROF conversion rate
How calculated: % of NPA cohort who attended a Report of Findings AND at least 3 subsequent appointments. Recent months appear lower as patients haven't had time to complete visits.
Card on file
Active patients with a Stripe card on file vs no card
Cancellation note themes
Keyword patterns in cancellation notes this month · note field is used generally
Care Plans
Care plan booking breakdown — active care plans only
A. Entire care plan booked: All prescribed visits booked after ROF.
B. Booked to 1st progress scan: Has a Progress Rescan booked after care plan start.
C. 1–3 visits booked after ROF: Between 1–3 future appointments booked after ROF.
D. No further appointments: Zero future appointments booked as of today.
Retention
Month-over-month retention
How calculated: Of all patients who attended in Month A, what % also attended in Month B — by segment.
Adult
Child
Newborn
Prenatal
Average total visits per segment
Mean attended appointments per patient across all time
Patients archived this month
Operations
NPA → ROF gap
Average days between a patient's New Patient Assessment and their Report of Findings