The Patient Retention Report is available in the Report Center and shows a graph and table of results for average length of stay for patients who have completed a minimum of one appointment. The report is designed to measure best practice of seeing patients for a follow up within 90 days. 

This report can be accessed by selecting Reports | Report Center | Appointment | Patient Retention Report. There are two filtering options. "Service Date Range", and "New Patient Date Range". Only "Service Date Range" is a required field. 

 Click Run Report to generate the graph and table. After the report is generated other filtering options will be available at the top of the report. This allows for more specific filtering.  

The report includes all patients. The 90 day period defines whether or not a patient is categorized as “Initial Appt. Only” or if they are categorized as “1 Appointment”. If a patient has had one appointment, they appear in the “1 Appointment” category until they don’t have a follow up within 90 days. Once they pass the 90 day mark, they appear in the “Initial Appt. Only.” If for some reason the patient comes back for a second appointment at 100 days since their first appointment, they would then move to the “2-5 Appointments” category. The report does not take scheduled appointments into account, only billed appointments, so the patient will drop to “Initial Appointment Only” even if they have the appointment scheduled 100 days out from the first appointment. 

The "Avg. Days Retained" graph indicates, of the total patients in that appointment count group, the average days they’ve been retained (or average days from first appointment to most recent appt.).

The report includes all patients. The 90 day period defines whether or not a patient is categorized as “Initial Appt. Only” or if they are categorized as “1 Appointment”. If a patient has had one appointment, they appear in the “1 Appointment” category until they don’t have a follow up within 90 days. Once they pass the 90 day mark, they appear in the “Initial Appt. Only.” If for some reason the patient comes back for a second appointment at 100 days since their first appointment, they would then move to the “2-5 Appointments” category. The report does not take scheduled appointments into account, only billed appointments, so the patient will drop to “Initial Appointment Only” even if they have the appointment scheduled 100 days out from the first appointment. 

The "Avg. Days Retained" graph indicates, of the total patients in that appointment count group, the average days they’ve been retained (or average days from first appointment to most recent appt.).