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      Initial vs Follow-Up Report

      Description

      This report shows Initial consults: Follow-Up consults ratios, which will allow you to track the retention of patients to the clinic by showing the percentage of initial versus follow-up appointments. The report also provides a variation showing the difference between individual clinician percentages compared to the Clinic average.

      Prerequisite: Please note that in order to have data showing in this report, the Service Charges need to have either Initial or Follow Up chosen as the Consultation Type.

      Running the Report

      • Go to Reports >> Reports and select Clinical from the Report Category list.
      • Then select Initial vs Follow-Up Report in the Report to Run list.
      • Set up the filters to select the data to be run for the report.
      • Click on Run Report to generate the report.

      Filters

      TYPE DESCRIPTION
      For Vendor

      This filter allows you to run the report for a specific Vendor.
      For Site

      This filter allows you to run the report for a specific Site.

      For Clinician

      This filter allows you to run the report for a specific Clinician/Provider.
      Date Range

      This filter allows you to select a date range for which to run the report.
      Set Period to

      This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).
      Completed Appointments Only?

      This filter allows you to specify whether only Completed Appointments should be included in the report. Please note that this filter will change how the totals are displayed.

      The Generated Report