New patient analysis

The report shows new patient statistics.

Practice Totals

The report shows the practice's new patient totals.

# of New Patients by First Visit

The # of New Patients by First Visit is the number of patients who have a First Visit Date within a given date range and who have a Status of "Patient."

The report displays the following # of New Patients by First Visit statistics:

Previous Month - The # of New Patients by First Visit for the previous month. 100% will always appears in this box to indicate that the # of New Patients by First Visit is used as the base for all calculations.
MTD - The # of New Patients by First Visit since the beginning of the current month. 100% will always appears in this box to indicate that the # of New Patients by First Visit is used as the base for all calculations.
YTD - The # of New Patients by First Visit since the beginning of the year (fiscal or calendar). 100% will always appears in this box to indicate that the # of New Patients by First Visit is used as the base for all calculations.

Tx Amount Diagnosed, New Patients

The Tx Amount Diagnosed, New Patients is the dollar amount of procedures for patients who have a First Visit Date within a given date range that meet any of the following criterion:

A treatment-planned procedure that is part of a recommended case and has a procedure date that is the same as the patient's First Visit Date.
A completed procedure that was treatment-planned with a procedure date any time on or after the patient's First Visit Date and a treatment-planned date that is the same as the new patient's First Visit Date.
A completed procedure with a procedure date that is the same as the patient's First Visit Date and that was not treatment-planned first.

The report displays the following Tx Amount Diagnosed for New Patients statistics:

Previous Month - The Tx Amount Diagnosed, New Patients for the previous month.
MTD - The Tx Amount Diagnosed, New Patients since the beginning of the current month.
YTD - The Tx Amount Diagnosed, New Patients since the beginning of the year (fiscal or calendar).

Tx Amount Accepted, New Patients

The Tx Amount Accepted, New Patients is the dollar amount of procedures for patients who have a First Visit Date within a given date range that meet any of the following criterion:

A treatment-planned procedure that has a procedure date that is the same as the patient's First Visit Date and that is attached to a treatment plan case that has been accepted, regardless of the date the treatment plan case is accepted.
A completed procedure that was treatment-planned and that has a treatment-planned date that is the same as the patient's First Visit Date.
A completed procedure with a procedure date that is the same as the patient's First Visit Date and that was not treatment-planned first.

The report displays the following Tx Amount Accepted by New Patients statistics:

Previous Month - The Tx Amount Accepted, New Patients for the previous month. The percentage (%) in this box is the Tx Amount Accepted, New Patients for the previous month divided by the Tx Amount Diagnosed, New Patients for the previous month (multiplied by 100 and then rounded to the nearest whole number).
MTD - The Tx Amount Accepted, New Patients since the beginning of the current month. The percentage (%) in this box is the Tx Amount Accepted, New Patients since the beginning of the current month divided by the Tx Amount Diagnosed, New Patients since the beginning of the current month (multiplied by 100 and then rounded to the nearest whole number).
MTD Benchmark - The new patient analysis benchmark range from the Other Benchmarks tab of the Benchmarks Setup dialog box. (See Setting up other benchmarks.)
MTD Variance - The MTD minus the average of the MTD Benchmark. (See Variance calculations.)

footnote icon - blank.png If a Recommendation icon appears next to a Variance, refer to the Recommendation Footnotes pages to read the recommendations regarding what you may want to consider improving or changing. (See Recommendation footnotes.)

YTD - The Tx Amount Accepted, New Patients since the beginning of the year (fiscal or calendar). The percentage (%) in this box is the Tx Amount Accepted, New Patients since the beginning of the year divided by the Tx Amount Diagnosed, New Patients since the beginning of the year (multiplied by 100 and then rounded to the nearest whole number).
YTD Benchmark - The new patient analysis benchmark range that is derived from the MTD Benchmark.
YTD Variance - The YTD minus the average of the YTD Benchmark. (see Variance calculations.)

Average Tx Amt Diagnosed, New Patients

The Average Tx Amt Diagnosed, New Patients is the total Tx Amount Diagnosed, New Patients divided by the # of New Patients by First Visit within a given date range.

The report displays the following Average Tx Amt Diagnosed for New Patients statistics:

Previous Month - The Average Tx Amt Diagnosed for the previous month.
MTD - The Average Tx Amt Diagnosed since the beginning of the current month.
MTD Benchmark - The new patient analysis benchmark range from the Other Benchmarks tab of the Benchmarks Setup dialog box. (See Setting up other benchmarks.)
MTD Variance - The MTD minus the average of the MTD Benchmark. (See Variance calculations.)

YTD - The Average Tx Amt Diagnosed since the beginning of the year (fiscal or calendar).
YTD Benchmark - The new patient analysis benchmark range that is derived from the MTD Benchmark.
YTD Variance - The YTD minus the average of the YTD Benchmark. (See Variance calculations.)

# of New Patients Referred BY Patient

The # of New Patients Referred BY Patient is the number of patients who have a First Visit Date within a given date range and who have a Referred BY Patient referral date that is the same as the patient's First Visit Date. (If a patient has multiple referrals, only the first one entered is used.)

The report displays the following # of New Patients Referred BY Patient statistics:

Previous Month - The # of New Patients Referred BY Patient for the previous month. The percentage (%) in this box is the # of New Patients Referred BY Patient for the previous month divided by the # of New Patients by First Visit for the previous month (multiplied by 100 and then rounded to the nearest whole number).
MTD - The # of New Patients Referred BY Patient since the beginning of the current month. The percentage (%) in this box is the # of New Patients Referred BY Patient since the beginning of the current month divided by the # of New Patients by First Visit since the beginning of the current month (multiplied by 100 and then rounded to the nearest whole number).
MTD Benchmark - The new patient analysis benchmark range from the Other Benchmarks tab of the Benchmarks Setup dialog box. (See Setting up other benchmarks.)
MTD Variance - The MTD minus the average of the MTD Benchmark. (See Variance calculations.)

YTD - The # of New Patients Referred BY Patient since the beginning of the year (fiscal or calendar). The percentage (%) in this box is the # of New Patients Referred BY Patient since the beginning of the year divided by the # of New Patients by First Visit since the beginning of the year (multiplied by 100 and then rounded to the nearest whole number).
YTD Benchmark - The new patient analysis benchmark range that is derived from the MTD Benchmark.
YTD Variance - The YTD minus the average of the YTD Benchmark. (See Variance calculations.)

# of New Patients Referred BY Doctor/Person

The # of New Patients Referred BY Doctor/Person is the number of patients who have a First Visit Date within a given date range and who have a Referred BY Doctor/Person referral date that is the same as the patient's First Visit Date. (If a patient has multiple referrals, only the first one entered is used.)

Notes:

A Referred BY Doctor/Person referral is a referred by doctor/other referral that has not been flagged as being a non-person (the Non-person check box is not selected).
It is important that new patients coming to your practice have the correct referral sources attached to their records for proper reporting purposes.

The report displays the following # of New Patients Referred BY Doctor/Person statistics:

Previous Month - The # of New Patients Referred BY Doctor/Person for the previous month. The percentage (%) in this box is the # of New Patients Referred BY Doctor/Person for the previous month divided by the # of New Patients by First Visit for the previous month (multiplied by 100 and then rounded to the nearest whole number).
MTD - The # of New Patients Referred BY Doctor/Person since the beginning of the current month. The percentage (%) in this box is the # of New Patients Referred BY Doctor/Person since the beginning of the current month divided by the # of New Patients by First Visit since the beginning of the current month (multiplied by 100 and then rounded to the nearest whole number).
MTD Benchmark - The new patient analysis benchmark range from the Other Benchmarks tab of the Benchmarks Setup dialog box. (See Setting up other benchmarks.)
MTD Variance - The MTD minus the average of the MTD Benchmark. (See Variance calculations.)

YTD - The # of New Patients Referred BY Doctor/Person since the beginning of the year (fiscal or calendar). The percentage (%) in this box is the # of New Patients Referred BY Doctor/Person since the beginning of the year divided by the # of New Patients by First Visit since the beginning of the year (multiplied by 100 and then rounded to the nearest whole number).
YTD Benchmark - The new patient analysis benchmark range that is derived from the MTD Benchmark.
YTD Variance - The YTD minus the average of the YTD Benchmark. (See Variance calculations.)

# of New Patients Referred BY Marketing

The # of New Patients Referred BY Marketing is the number of patients who have a First Visit Date within a given date range and who have a Referred BY Marketing referral date that is the same as the patient's First Visit Date. (If a patient has multiple referrals, only the first one entered is used.)

Notes:

A marketing referral source is a doctor/other referral that has been flagged as a non-person (the Non-person check box is selected).
It is important that new patients coming to your practice have the correct referral sources attached to their records for proper reporting purposes.

The report displays the following # of New Patients Referred BY Marketing statistics:

Previous Month - The # of New Patients Referred BY Marketing for the previous month. The percentage (%) in this box is the # of New Patients Referred BY Marketing for the previous month divided by the # of New Patients by First Visit for the previous month (multiplied by 100 and then rounded to the nearest whole number).
MTD - The # of New Patients Referred BY Marketing since the beginning of the current month. The percentage (%) in this box is the # of New Patients Referred BY Marketing since the beginning of the current month divided by the # of New Patients by First Visit since the beginning of the current month (multiplied by 100 and then rounded to the nearest whole number).
MTD Benchmark - The new patient analysis benchmark range from the Other Benchmarks tab of the Benchmarks Setup dialog box. (See Setting up other benchmarks.)
MTD Variance - The MTD minus the average of the MTD Benchmark. (See Variance calculations.)

YTD - The # of New Patients Referred BY Marketing since the beginning of the year (fiscal or calendar). The percentage (%) in this box is the # of New Patients Referred BY Marketing since the beginning of the year divided by the # of New Patients by First Visit since the beginning of the year (multiplied by 100 and then rounded to the nearest whole number).
YTD Benchmark - The new patient analysis benchmark range that is derived from the MTD Benchmark.
YTD Variance - The YTD minus the average of the YTD Benchmark. (See Variance calculations.)

# of New Patients Referred BY all

The # of New Patients Referred BY all is the number of patients who have a First Visit Date within a given date range and who have a referral date that is the same as the patient's First Visit Date. (If a patient has multiple referrals, only the first one entered is used.)

Notes:

These statistics are totals of the patient, doctor/person, and marketing referrals.
It is important that new patients coming to your practice have the correct referral sources attached to their records for proper reporting purposes.

The report displays the following # of New Patients Referred BY all statistics:

Previous Month - The # of New Patients Referred BY all for the previous month. The percentage (%) in this box is the # of New Patients Referred BY all for the previous month divided by the # of New Patients by First Visit for the previous month (multiplied by 100 and then rounded to the nearest whole number).
MTD - The # of New Patients Referred BY all since the beginning of the current month. The percentage (%) in this box is the # of New Patients Referred BY all since the beginning of the current month divided by the # of New Patients by First Visit since the beginning of the current month (multiplied by 100 and then rounded to the nearest whole number).
YTD - The # of New Patients Referred BY all since the beginning of the year (fiscal or calendar). The percentage (%) in this box is the # of New Patients Referred BY all since the beginning of the year divided by the # of New Patients by First Visit since the beginning of the year (multiplied by 100 and then rounded to the nearest whole number).