Built all at once, this homepage is a large project. Built one report at a time, it isn't. Each focus point above is its own report, and Patient Pulse is the first.
Reminder reports tell a clinic who is due. Patient Pulse ranks every client household by what it's worth, so the team calls the most valuable missing clients first. Overdue means more than 30 days past the usual visit interval, and lapsed means more than six months past it. Pets marked deceased are left out, so no family is reminded about a pet they've lost. Tap a group to filter, or a client to see what to do.
| Client | Yearly spend | Last visit |
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Patient Pulse builds on data ClienTrax already holds: each client's visits, invoices and patients. The figures here are sample data for a clinic with about 1,800 active client households. It's delivered as a working, standalone report with its source code, for your team to connect to your data and adapt to your app. The calculations and the styling are kept separate to make that easier.