WebPT Ideas and Discovery

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Developing a report to categorize New patients into actual new patients vs. returning new patients (repeat customers with a different case)

I think it would be beneficial for clinic owners to be able to categorize their new patients into actual new patients vs. returning/"repeat customer" new patients so that the clinic owner can understand which marketing strategies are working.

My thought is that it should be rather easy to accomplish this under Analytics. I would like to run a report of all my monthly new patients. If they have multiple cases in their record, then they are a repeat/returning patient. If this is their 1st case, then they would be an actual new patient.

Thanks in advance for making this change

  • Guest
  • Jun 2 2022
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