Skip to main content
Patient & Recall

Know who's coming back — and who isn't

Recall effectiveness, patient lifetime value, retention rates — Patient & Recall gives you a clear picture of the health of your patient base, automatically.

Clinical team member focused on patient care
What You Get

Your patient base is your greatest asset. Protect it.

Understand recall, retention and patient lifetime value — without building a single report manually.

Recall Effectiveness

Track what percentage of overdue patients are successfully recalled. Identify where follow-up is working and where it breaks down — by provider, by period, by patient type.

Patient Retention

Understand who's returning and who's lapsing. See patient lifetime value over 1, 2 and 5-year horizons. Know when retention is declining before it becomes a revenue problem.

New vs. Returning

Monitor the balance between acquiring new patients and retaining existing ones — and what it means for your revenue mix. Track referral sources and understand what's driving growth.

How It Works

Recall insight — without the manual work

1

Import Patient Data

Connect your PMS and patient data syncs automatically. Historical records are processed immediately.

2

Segment & Track

PratixBI segments patients by recall status, retention risk and lifetime value — updated continuously.

3

Improve Recall & Retention

Act on the insights. Identify which recall campaigns are working and where to focus your team's attention.

Measure What Matters

Ready to see the true health of your patient base?

Enter your work email and we'll be in touch to set up your practice — with direct support from our team from day one.

Or speak directly with our team.