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Distinguishing between a new client and a new pregnancy
Posted: 15 Jan 2013 02:24 PM |
I need a report that tells me how many new, never before seen clients we have. Right now all I can find is new pregnancies, but that is a combination of new and repeat clients. I know how many we have based on the chart numbers/dates, but I'm having to do that manually and can't distinguish between positive and negatives.
Thanks,
Georgia |
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 Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Distinguishing between a new client and a new pregnancy
Posted: 15 Jan 2013 02:27 PM |
Hi Georgia,
One option is to track "new" visits *only* for people who are brand new to the center. This would allow you to distinguish between "new" and "return" visits. The other option, which it sounds like you have implemented, is to use the Client Files Report to determine the date of creation on the file.
So you want to be able to distinguish brand new clients, regardless of the type of activity they are doing? Or you want to see brand new clients with pregnancy tests?
Thank you for the additional detail,
Amy |
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Re: Distinguishing between a new client and a new pregnancy
Posted: 15 Jan 2013 03:27 PM |
A brand new client would have a pg test on her first visit. After that, I can track her by 'class type' as we label each visit with a different name.
In any given month I may have 25 brand new clients and 10 previous clients but an new pregnancy. I don't know how to tell the difference. I know on the "case visit" screen I can choose new or return. What report will give me NEW?
Thanks,
G. |
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Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Distinguishing between a new client and a new pregnancy
Posted: 15 Jan 2013 03:43 PM |
Hi Georgia,
You can run your Client Visit Statistics by the demographic "Visit Type" to see the new vs. the return. I hope this helps!
Regards,
Amy |
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Re: Distinguishing between a new client and a new pregnancy
Posted: 16 Jan 2013 09:48 AM |
Thanks! In my report for 2012, I have numbers for NEW clients using the "Client Visit Statistics." The Return clients will include any follow up visits so that number is huge. I am now looking for the number of previous clients, but first visit pg test.
Obviously the new number is accurate as their first visit is always a pg test. I need a report that tells me ALL pregnancy tests divide by New clients and Previous clients.
I can run a report based on pg test, but can't differentiate between New and Previous clients.
Thanks for your help.
G. |
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Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Distinguishing between a new client and a new pregnancy
Posted: 16 Jan 2013 10:42 AM |
Hi Georgia,
Thanks for giving me additional information. So what it sounds like you really are needing is a report or statistics that combines the case visit and pregnancy test forms so you can pull out my new vs. return AND get the number of those that had a pregnancy test. Does that sounds accurate?
Regards,
Amy |
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Re: Distinguishing between a new client and a new pregnancy
Posted: 16 Jan 2013 11:36 AM |
Yes. I need to report brand new clients (who always get a pg test on their first visit) AND Return clients who are starting a new CASE (new pregnancy)
Even tho I start a new CASE with each pregnancy, the "case visit" screen records them as return. When that happens, I can't differentiate between a return supply visit from a return new case visit.
My board wants to know how many pg tests were preformed and the breakdown of brand new clients and previous clients.
Thanks,
G. |
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Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Distinguishing between a new client and a new pregnancy
Posted: 16 Jan 2013 11:45 AM |
Hi Georgia,
Thanks for hanging in there with me so I can understand exactly what you need. I can record this as a feature request and we could potentially add it in a future relase.
If you need help with getting this number today, I would recommend contacting your account manager so we can help walk you through a workaround. Our main number is (469) 293-3079 and you can either dial the extension of your account manager if you know it or leave a message on the main line and someone will call you back.
Thanks again,
Amy |
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