Any TheraNest user can access and run the report.
The whole number is the number of 'Kept' appointments for clients that the therapist has seen. The percentage is the total percentage of clients that falls within that count (1st appointment, or 2nd to 5th appointment, etc). The report is used to know how well a therapist (and the practice) is retaining clients over time
- Click on Reports from the primary navigation bar
- Under Appointments choose Retention Rate
- All active clients will pull in. To filter down use the date ranges on the left.
- Click Run Report.
You can also copy or download the CSV, Excel, and PDF version directly to your computer by clicking the CSV and PDF in the upper right.