You can locate newly registered clients and generate a new client list for a specified period using the New clients report. The report will help you track all recently added clients. To check the exact registration date or creation date for a single client, use the client card details. Report data can also be exported to a file for further analysis.
Use the New Clients Report
The New clients report provides a list of all clients added within a specific time period.
Go to Reports > Practice performance > New clients.
Use the Start and End date fields, or the Quick select drop-down list, to define the time period.
If you have multiple locations, select a specific clinic location or choose to view all locations.
Select the Generate report button. The report displays a graph and a list of results.
To save or share the data, select the Export/Print button. From the drop-down menu, you can choose how to display, save, or export the data (e.g., PDF, Excel).
View Individual Client Creation Details
To view the registration details for an individual client:
Go to Records > Clients & Patients, or use the super search to find the client.
Select the Edit button on the client's details page.
In the bottom-right corner of the client details, you can see the user, date, and time of when the client record was created and when it was last modified.
Note
A 'New client' tag is automatically added to new clients. A client record is considered 'New' until the first consultation has been completed, then, the tag is removed. This tag that can be filtered by in for example the client and patient search.