free diagnostic
See where your clinic is leaking patients.
One appointment history export, and you get back three numbers about your own clinic that no standard report will show you. It is free, and it takes about two minutes of your time.
No cost. BAA available.
What comes back
Lost Patients
How many new patients came once and never came back. It hides inside a healthy new-patient count, and you already paid to get every one of them through the door.
Patient Concentration
What share of your visits comes from your top patients. Almost always tighter than it feels, and it tells you who you can least afford to lose.
Patient Duration
How many of last year's best patients are still coming. The ones who quietly stopped are usually the largest pool of recoverable revenue you have.
Plus your return gap by service, a practitioner comparison, no-show and cancellation rates, and notes on anything odd in your data.
Get the free diagnostic →Testimonials
“This was information I could not obtain from the standard reports in my EHR system. The analysis identified patterns in new patient visits and patient retention, along with suggestions on how to stabilize my business revenue using metrics I can track weekly.”
“Luke was incredibly helpful in identifying a decline in patient retention over the past few years that has affected our bottom line.”
“Working with Luke has been both a pleasurable and profitable experience. He is easy to engage with, always locked-in, on-point, and able to clearly explain the meaning behind the numbers.”
how it works
One export, and a few days.
Tell us about the clinic using the form below and we will reply with exactly which report to pull, whether you run on Jane, Boulevard, MindBody or something else. It takes about two minutes on your end. Names and contact details are never used, so you are welcome to strip those columns first, and a business associate agreement is available before anything moves. A few days later the findings come back in plain language. If something in them is worth a conversation we can have one, and if not you keep the numbers and we leave it there.
Where this ends up
A clinic that knows what next quarter looks like before it arrives, where the patients who matter get caught before they drift, and where hiring, pricing and capacity decisions come with a number attached. That is what the work builds toward, and the diagnostic is the first look at how far you are from it. How we get there →
before you ask
Frequently asked questions.
What happens to my patient data?
You pull the export yourself, so nothing touches your booking system but you. The analysis runs on appointment dates, treatment types and providers rather than on who the patient is, so you are welcome to remove name and contact columns before sending. A business associate agreement is available and we will sign one before anything changes hands. Nothing gets forwarded, resold or added to a list.
Why is it free, and what is the catch?
Because the numbers are worth seeing whether or not you ever work with us, and because most clinics have no way to find out what they are. Some of what turns up you will fix yourself in a week. Some of it opens bigger questions, and that is where a paid audit comes in. You will know which by the time you read the findings, and there is nothing to cancel if the answer is neither.
Am I big enough for this?
The bar is history, not revenue. Enough visits to see a pattern, usually two or three years of appointments. A solo practice with a long history often produces clearer findings than a larger clinic that opened last year.
Start with your own numbers.
Tell us a little about the clinic and we will send back exactly which export to pull. We read every one of these ourselves and reply within a business day. No data needed to get started.