How do I view all new patients who have registered or visited (for the first time) this month?
If you wish to see a full list of patients who have visited or registered within a particular period (eg. within the last month):
In the 'Reports' menu, select the 'Patients' report.
To view all patients who have had their first appointment in the last month, set the 'First appointment' filter to 'Less than 30 days ago' or to 'After X date'.
To view all patients whose record was created in the last month, set the 'Record created' filter to 'Less than 30 days ago' or to 'After X date'.
This will show you all patients who visited for the first time, or registered, in the last month.
You may wish to save this segment so you can refer back to it regularly - it will update to reflect the timeframe every time you open it.
How do I view how many new patients there have been each month?
If you wish to gather data on how many patients have registered in a particular period:
In the 'Reports' menu, select 'New Patients per Month'.
Here you can see how many new patients have registered in a particular month, with the data in a colour-coded graph, according to payment plan/fee schedule or acquisition source.
Use the filters on the left to adjust the date range and choose whether you'd like to view by payment plan/fee schedule or acquisition source.
Below the graph, you will see a detailed breakdown of all the data, by month and by payment plan/fee schedule or acquisition source.
At the bottom you will see the 100 newest patients to your practice, including patient details - click on a patient's name to view their record.
Use the 'Export' button in the top right to export this data as a .csv spreadsheet.