New Clients List

  • This displays the date, name, insurance, and discipline for each new client seen over a given time period.
  • This list will be provided as part of the consulting services.
  • This provides a quick view of the number of new clients being attracted to your clinic, along with their discipline, and insurance.
    • This can help evaluate the success of any marketing being done to try attracting clients for specific disciplines or from particular insurances.
    • This list can also be used to generate welcome messages to welcome new patients into your clinic.