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      New Clients Report

      Description

      This report shows the new clients that have been created or that have had their first appointment within a specified date range.

      The report show the creation date of the first appointment, client name, contact details and referral source.

      Running the Report

      • Go to Reports >> Reports and select Quality from the Report Category list.
      • Then select New Clients 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.
      Restrict By

      This filter allows you to restrict the report data by the Date Created or the First Appointment.
      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.).

       

      The Generated Report

      From within the report, you can click edit to open the Client details.