Patients and Cases Report – Nookal

The Patients and Cases Report lists all new Patients and Cases that had their initial appointment (services only).

What can you use this Report for?

Generate this report to analyse new Patient retention and to identify Patients without future bookings.

Filters	Description
Date	First appointment scheduled within timeframe.
Locations	Location of the appointment to include in the report.
Providers	Provider providing the Service to include in the report.
New Patients	New Patients will be included in the report.
New Cases	New Cases will be included in the report (even if not a new Patient).

The table displays each New Patients and/or Cases in a seperate line along with Cases details, future appointment, communication details and a column to record follow up.

Column	Description
Patient	Name of Patient that is New or has had an appointment for a New Case.
Case	Case title of the appointment.
Payer	Payer of the Case attributed to the appointment.
Location	Location of the appointment.
New Patient	Ticked if a New Patient.
New Case	Ticked if it is a New Case.
Registration Form	Ticked if the Patient was created from a Registration Form.
Initial	Date of the initial appointment for this Patient or Case.
Provider	Name of the Provider the appointment was booked with.
Next	Any future booking not yet Completed.
Bookings	Number of appointments complete / total number of appointments booked (includes DNA and cancellations).
Email	Email address of the Patient.
Receive Email	Ticked if the Patient has consented to receive reminders by email.
Mobile	Mobile number of the Patient.
Receive SMS	Ticked if the Patient has consented to receive reminders by SMS.
Followed-up	This box can be used to manually record when a Patient has been followed up.

This report only displays New Patients that had Services booked.

New Patients that have only attended Classes are not listed.

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