Active patientUnique patient ID with at least one completed, non-voided appointment within the last 24 months.
Returning patientPatient with 2+ completed visits within any 24-month window.
Patient visitCompleted, documented appointment in Dentrix with at least one procedure code posted. Voided, cancelled, and test records excluded.
Patient relationshipElapsed time from first visit to most recent visit, averaged across all active patients.
Continuous operationNo gap exceeding 6 months between consecutive documented visits across the practice history.
Visit mixDistribution of visit types by count, trailing 24 months. From Dentrix procedure code categories (CDT codes) only.
Patient areaNeighborhoods and cities from patient address on completed appointment records, trailing 24 months.
Patient growthYear-over-year change in unique patient IDs with at least one completed visit. Compared against the same 12-month window in the prior year.
Retention ratePercentage of active patients (24-month window) who have 2 or more completed visits within that window.
Insurance credentialingCount of distinct dental insurance plans where the practice holds active participation agreements, verified against payer directories.