New Patient Scoreboard
12-month referral tracking · 2025
Total New Patients
0
—
Initial Visit Revenue
$0
Avg —/patient
Treatment Diagnosed
$0
Plan effectiveness —
Treatment Scheduled
$0
of diagnosed
Thank-You Pending
0
referrers need cards/gifts
Welcome Letters
0
unsent
Monthly New Patients
YTD: 0
Top Referral Sources
Recent Patients — All
| Date | Patient | Type | Referred By | Welcome Ltr | Thank-You | Initial $ | TX Diagnosed | TX Scheduled | Actions |
|---|
Reminders
Outstanding thank-you cards, gifts, and welcome letters
All Pending
Thank-You Cards
Gifts
Welcome Letters
All Patients
Full history of tracked new patients
| Date | Patient Name | Type | Appt Date | Referred By | Ltr Sent | TY Sent | Initial $ | TX Diag $ | TX Sched $ | Actions |
|---|
Add New Patient
Record a new referral entry
Referral Sources
Click any source to see all associated patients and full data breakdown
By Patient Count
By Revenue Generated
Source LeaderboardClick any row to drill down →
| # | Referral Source | Patients | Initial $ | TX Diagnosed | TX Scheduled | Avg Value | TY Status |
|---|
Analytics
Treatment plan effectiveness and revenue trends
Revenue by Month
TX Plan Effectiveness by Month
—
—
Filter by Month
Patients per Month
Revenue per Month
All Patients from —
0 patients
| Date | Patient Name | Type | Appt Date | Month | Welcome Ltr | Thank-You Sent | Initial Visit $ | TX Diagnosed $ | TX Scheduled $ | TX Effectiveness | Notes | Actions |
|---|
Import & Sync
Connect Dentrix, Open Dental, or Eaglesoft — or import CSV/Excel
Practice Management Software
Dentrix
Connect via the Dentrix G7+ API to automatically pull new patients, appointment dates, and initial billing. Requires Dentrix Enterprise license with API access enabled by your IT administrator.
Manual export available — see CSV guide below
Open Dental
Open Dental exposes a MySQL database you can query directly, or use the built-in Open Dental API (v21+). Export New Patient reports via Reports → New Patients by Referral and import below.
CSV import supported · API beta available
Eaglesoft
Use Eaglesoft's Management Reports → New Patient Analysis export (CSV/Excel). Patterson Technology Center can also enable HL7 or direct database access for automated sync.
CSV import supported · Contact Patterson for API
Import from File (CSV / Excel export)
Drop CSV or Excel file here, or click to browse
Exported from Dentrix, Open Dental, Eaglesoft, or your spreadsheet template
Export Guide — Field Mapping
| This Dashboard | Dentrix Field | Open Dental Field | Eaglesoft Field |
|---|---|---|---|
| Patient Name | Patient Name | PatName | Patient |
| Date | Date Created | DateFirstVisit | First Visit |
| Appointment Date | Next Appt | AptDate | Appt Date |
| Referred By | Referral Source | ReferralSource | Referred By |
| Initial Visit $ | Day Sheet Production | DayProd | Production |
| TX Diagnosed $ | Treatment Planned | TxPlanAmt | Tx Diagnosed |
| TX Scheduled $ | Scheduled Production | SchedProd | Scheduled |
Settings
Practice details and reminder preferences
Practice Info
Reminder Rules