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Retention reports




  • Jeremiah

    Hi Mariah,

    I understand that you're wondering about how to track retention rates for therapists at your practice. While our system currently does not offer the functionality to track the retention rates of your therapists' clients, there are a few other other reports which can be used to determine rates.

    For example, you can navigate to the Reports page and click on the Attendance report. This report will show all of the appointments for each clients within a certain date range, and you can filter the report by clinician. While there's currently no way to isolate "new" clients in this report, you could determine how many appointments a clinician has had across all of their clients which would allow you to determine some level of retention rates. 

    Another report that may be helpful is the Appointment Status Report. This will show a breakdown of all appointments for all clients within a designated date range. This could thing be exported to a spreadsheet program where it could be sorted by client (so you can determine which client appointments were for a certain clinician) and then ordered by date of appointment to get a date range of how long that clinician was seeing clients in the the practice. 

    With all that said, we love love feedback and ideas for ways to advance the platform, and we encourage you to add your idea to our Ideas and Suggestions board.

    Posting on our Ideas and Suggestions board means that members of our Product Team, as well as all members of our Community, have transparent access to review and vote on your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

    If you have questions, please reach out to us and we'll be happy to help.

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  • Debbie Graham

    Where is the Attendance Report this is talking about.  I do not have that showing on my screen.  I only see Appt Status Report.  


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