Practice Analytics: View New Patients from First Seen Date


A table can be created in the New Patients KPI report in Practice Analytics to show the new patients created.

Run the Report  

  1. Click New Patients under the KPI menu

  2. Remove current headings if not applicable by dragging and dropping to the heading list. 

  3. To build this KPI table, click and drag the below headings:

    First Seen Date

    The date of the first item entered in the Treatment, excluding items marked as Non-Treatment

    Px Card No

    The card number of the Patient

    No Px

    The number of new patients.

Filter data

Data can be filtered anywhere this icon pic_6.PNG is found. When a filter has been applied to a heading, the filter icon will turn to blue. 

  1. Click on the filter icon and select the dates you want to show 

  2. Click OK

KPI Table Details


Drill Down

  1. Click Drill Down to see more information



The format of the table can be saved in a View. This means the format of the table above is saved.

  1. Click Views

  2. Click mceclip2.png to add a View                                                                                                                             

  3. Enter the name of the View and click Update                                                                                       

  4. Click Save View                                                                                                                                 

Export Data

  1. Click Export to Excel icon (top right corner)

  2. Click KPI Table or Drill Down Table

  3. Choose location of the file to be saved in

  4. Enter a File Name 

  5. Click Save

Video: Practice Analytics Overview  

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