Enterprise Reporting Logic: Appointments shown in Insights and Enterprise Reporting represent appointments in the RevenueWell schedule. To ensure all PMS appointments appear accurately, the Scheduling 'PMS Sync' setting must be enabled. If PMS sync is not enabled, use one of the standard RevenueWell workflows to ensure accuracy: approve appointments within RevenueWell or utilize Direct Scheduling.
The Patient Analytics section provides key metrics to help practices understand patient engagement, growth, and retention over time. These insights help measure how well the practice is maintaining relationships with existing patients, attracting new ones, and reactivating those who have not visited recently.
- Active: Patients who have been seen within the last 18 months.
- New: Patients who are visiting the practice for the very first time.
- Reactivations: Patients who were considered inactive but have returned for care.
- Growth Rate: Sum of new patients and reactivated patients over total active patients at the start of the period.
- Lost: Patients who have not been seen in more than 18 months.
- Loss Rate: Patients lost during the period over the total active patients at the start of the period.
- Retention Rate: Active patients at the end of the period over active patients at the start of the period.
Beneath the summary metrics, practices will see month-over-month trend arrows in green or red:
- Green = Positive change compared to the previous month (e.g., more reactivations or higher retention).
- Red = Negative change compared to the previous month (e.g., fewer new patients or higher loss rate).
These quick visual indicators make it easy to spot whether your practice is improving or if additional follow-up is needed.
Patient Movement Trend Chart
The Patient Movement Trend Chart visualizes changes in patient activity over time, allowing practices to track how different patient categories are shifting month by month.
The chart includes:
- Reactivations
- New
- Lost
- Active
This chart helps to quickly see whether growth is coming from new patients, reactivations, or strong retention—and where potential patient loss may need to be addressed.