Introduction
The Practice Summary Report in TrackStat’s Stats section gives you easy, at-a-glance access to customizable statistics for both new and existing patients.
It is designed to help you:
Analyze marketing efforts by viewing new-patient statistics (visits scheduled, visits completed, and treatment plans started) broken down by Referral Sources.
Track financial information for new patients (billed and collected amounts) so you can measure return on investment (ROI) from marketing campaigns.
Review overall clinic performance, provider productivity, patient retention, and service utilization using labels such as Referral Sources, Appointment Purposes, and Services (CPT codes) to group and filter data exactly the way you need it.
This report is fully flexible - choose date ranges, daily/weekly/monthly views, and hide or show only the rows that matter to you.
Key Features
Custom Labels – Group data by Referral Sources (e.g., internal, digital, external marketing), Appointment Purposes, and Services/CPT codes.
Note: Existing labels cannot be edited, but you can create new labels at any time and replace old ones as needed.
Filters – Providers (appointment, billing, or primary) and Services (CPT codes).
Date & Aggregation Controls – Select any start/end date and view data as Daily, Weekly, or Monthly.
Show/Hide Rows – Eye icon lets you display only the sections you want.
Visual Highlights – Green blocks automatically mark the best or highest statistic in the selected period for quick scanning.
Summary Totals – Includes totals, % of total, and averages at the bottom of each section.
Export – Managers and Administrators can download the entire report as a .csv file using the blue Download button in the bottom-right corner.
What Data Is Available
New Patients Section
(Perfect for marketing analysis and ROI tracking)
Day 1 Visits (by Referral Source)
Unique Day 1s scheduled
Day 1s show
Day 1 show rate (%)
Day 2 Visits (by Referral Source)
Day 2s scheduled
Day 2s show
Day 2 show rate (%)
Started (by Referral Source)
Number of patients who started treatment
Start rate (%)
Financial (New Patients only)
Billed ($): summation by referral source for the new-patient cohort defined by the date range at the top of the report.
Collected ($): summation of all payments collected from those new patients, from the day they were new until now.
Important - how the date range works for New Patient Collected
The Start Date and End Date at the top of the report select the patients who were new during that period (based on their First Visit / Day 1 date).
The Collected total is not limited to payments that occurred inside that same date range. It is the lifetime collections for that cohort of new patients (from their Day 1 until the present).
Example: A patient has their Day 1 show in January. All payments from that patient from January forward are included in the Collected total for the January cohort, even if some of those payments were made in February, March, or later.
The grand total of New Patient Collected (all referral sources combined) should match the sum of Total Paid on the Patient Management report when you filter that report to the same date range using First Visit Date.
ChiroTouch Classic (server) accounts: The New Patient Collected total is limited to the specific case type that was used on the day the patient was new.
All Patients Section
Appointment Purposes – Number of visits by type (can be viewed individually or grouped).
Providers Stat – Number of visits by provider.
Retention
Reactivations = patients who had a visit during the selected period but had not had a visit for X days (X = your Reactivation setting: 30, 45, 60, 90, 120, or 180 days).
Net Momentum = new patient starts + reactivations – lost patients. (Positive numbers are best; most useful when you consistently mark patients as “starts” in TrackStat.)
Patient Visit Average
Services Stat – Number of visits by Service/CPT code (individually or grouped).
Financial (All Patients)
Billed ($) by Service/CPT code (individually or grouped)
Collected ($) by Service/CPT code (individually or grouped)
How to Use the Practice Summary Report
Go to Stats > Practice Summary
Set Up or Update Labels (one-time or as needed) Click the green Labels button at the top of the page. Create new labels for Referral Sources, Appointment Purposes, and Services/CPT codes. This allows data to be grouped as desired.
Choose Your Time Frame Enter a Start Date and End Date at the top of the report, then click the blue Load button. Toggle between Daily, Weekly, or Monthly aggregation to see trends.
Click the filter (funnel) icon in the upper left corner for specific Providers or Services.
Customize the View Click the Show/Hide Rows (eye icon) to display only the metrics you need. Review green-highlighted best performers and the summary totals for each row.
Collapse or expand sections by clicking the section header in grey.
Export Data (if you have Manager or Administrator permissions) Click the blue Download button in the bottom-right corner to export the report as a .csv file for further analysis in a spreadsheet.
FAQs
Q: What does “Unique Day 1s Scheduled (Unlabeled)” mean?
A: It shows the total unique Day 1 scheduled patients across all referral sources. To see the breakdown, click the green Labels button, select Referral Sources, and add your labels by clicking "Unlabeled" by each item, typing the label name in the new label field and clicking the green plus icon. Once a Referral Source label has been added once, the label can be assigned to additional referral sources for grouping.
Q: What is the Reactivation stat?
A: Reactivations count patients who had a visit during the selected period but had not visited for X days (based on your practice’s Reactivation setting: 30, 45, 60, 90, 120, or 180 days).
Q: What is the Net Momentum stat?
A: Net Momentum = new patient starts + reactivations – lost patients. The goal is a positive number, showing that more patients are starting or returning to care than leaving it.
Q: How do I track lifetime value (or total collections) for new patients? I want to compare it to marketing spend.
A: Use the Financial (New Patients) section of the Practice Summary report and look at the Collected totals.
The date range you select at the top of the report defines which patients are included - it is the period when they were new to the office (First Visit / Day 1 date).
Collected then shows the total amount collected from those patients across all time periods (from the day they were new until now), not just payments that fell inside the selected date range.
This lets you see the full return from a marketing cohort. The total (all referral sources combined) should match the Patient Management report for the same date range when filtered by First Visit Date - look at the sum of Total Paid for the entire report.
ChiroTouch Classic (server): The New Patient Collected total reflects only the case type that was used on the day the patient was new.
Best Practices & Tips
For marketing ROI analysis, focus on the New Patients section and compare Referral Sources for scheduled visits, show rates, starts, and collections.
Remember that New Patient Collected is lifetime collections for the cohort defined by First Visit date, not collections that occurred only inside the selected date range.
Use weekly or monthly aggregation to spot trends over time.
Regularly review and update your labels so reports stay accurate as your marketing channels evolve.
Keywords: Practice Summary Report, TrackStat Stats, new patient statistics, referral sources, marketing ROI, patient retention, Day 1 visits, New Patient Collected, lifetime value, Net Momentum, Reactivations, Services CPT, appointment purposes.