Patient Retention Formula

1)
Number of patients in the last year (active)                          _____________

Divide the above # by 2  (at least 2 visits per year)              _____________

Divide the above # by 12 (months)                                     _____________

Multiply the above # by your goal retention percentage
(ex. 80%)                                                                          ____________   = GOAL


2)
Current new patient average per month                              ____________

3)
Add goal # and new patient average                                  ____________

4)
Multiply your # from line 3 by your periodontal goal
(ex. 20% of recare appointments)                                     _____________

5)
Add the numbers from line 3 and 4 above
(equals number of predicted new patients a month)           _____________

6)
Multiply #5 by 12 months                                                _____________

7)
Number of appointments in hygiene for the year              _____________

8)
Divide your number on line 7 by line 6's number and
multiply by 100                                                              _____________  %
                                                                                     PERCENTAGE OF 
                                                                                  RECALL RETENTION
 

                                                            

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