New 5 Star Reviews = manual entry for online Google or other types of reviews

New Testimonials = manual entry

New E-mail Contacts = generally correlates with new patient entries

New Prospects (MPS) = Day 0 (aka a "lead" in most consulting groups), manual entry

NP Leads = New patients who have scheduled an appointment, can be differentiated by referral source to track marketing efforts

NP Exams = New patients who have checked in for their appointment (Day 1s Show)

Report of Findings = patients who have been checked in for their second visit (Day 2s Show)

NP Conversions = patients who have been checked in for their second visit who have the "np start" tag (Day 2s Show started)

Conversation Rate = NP Conversions divided by Report of Findings

Outstanding = Day 2s Scheduled less Day 2s Show. It will show the number of patients who did not show up for their day 2 appointment.

Compliance (KVA - kept visit average) = Checked-in appointments / total appointments in the time period

Patient visits = checked-in appointments in the time period

Reactivation - based on timeline of wheel icon (30, 45, 60, 90, 120 or 180 days)

Reactivation w/ appt purpose = based on patients with that appointment purpose selected from the gear icon labels

Net momentum = NP START + REACTIVATION - LOST PATIENTS

Lost Patients = patients with a visit during a time period with no future appointment (same data as the Recall List)

Total Active Patients = manual entry, definitions of an "active" patient often vary by clinic

Patient Visit Average (PVA) = total office visits divided by new patient shows

Patient Visit Average (PVA) = total office visits divided by new patient starts (np start tag)

R4, R4 Re-conversion = count of specific appointment purpose visits based on labels. Use this to count specific types of visits and rename the row. The gear icon allows you to select which appointment purpose to include in the count.