Potentially Lost New Clients List

  • This list displays patient information if they attended a first evaluation or treatment and have not been scheduled again.
  • This list will be provided as part of the consultation services.
  • Clients may only come in once because it’s determined that they don’t need further treatment; however, many of them simply never follow up to schedule subsequent treatments.
    • This helps you identify new clients who would otherwise never become a long-term client.