Patient Insights - Decoda Health

Where to find it: Go to Analytics and select Patient Dashboard from the dashboard picker.

The Patient Dashboard helps you understand who your patients are, how they spend, and whether they’re coming back. It’s the go-to dashboard for patient retention analysis and re-engagement campaigns.

Histogram Charts

At the top of the dashboard, a set of bar charts gives you a visual breakdown of your patient base. Switch between tabs to see different views:

Tab	What it shows	What to look for
Spending	How patients are distributed by total lifetime spending	Are most patients low-spenders, or do you have a healthy spread of high-value patients?
Tenure	How long patients have been with you (days since first appointment)	A cluster of newer patients means your marketing is working; a cluster of long-term patients means good retention
Last Visit	How many days since each patient’s most recent appointment	A large bar on the right (many days) means lots of patients haven’t come back recently
Visit Span	The number of days between each patient’s first and last appointment	A low span with multiple visits means patients come frequently; a long span means they come back over time
Age	Patient age distribution	Understand your demographics for marketing and service planning
Source	How patients found you (Walk In, Online Booking, Referral, Other)	See which acquisition channels bring in the most patients

Grouped histograms: When you group the table (by Location, Source, or Provider), the charts update to show stacked bars broken down by that grouping. For example, grouping by Location shows each location’s patients in a different color on the same chart.

What the Table Metrics Mean

Metric	What it means	Why it matters
Total Spent	How much the patient has spent across all visits	Identifies your highest-value patients
Tenure	How long they’ve been a patient (days since their first appointment)	Long tenure with multiple visits = loyal patient
Appointments	Total number of appointments	Combined with tenure, shows visit frequency
Avg Spend/Visit	Total Spent divided by Appointments	Helps you understand per-visit revenue and compare across patient types
Last Visit Days	Days since their most recent appointment	High numbers mean the patient may need outreach
Visit Span Days	Days between their first and last appointment	Short span with few visits could mean they tried you once and didn’t come back
First / Last Appointment	The dates of their earliest and most recent visits	Quick reference for patient history
Last Service	The service from their most recent appointment	Useful context when reaching out to inactive patients
Last Provider	The provider who saw them most recently	Helpful if you want that provider to personally reach out
Email	The patient’s email address	Useful for outreach (visible by default)
Phone	The patient’s phone number	Useful for outreach (visible by default)
Date of Birth	The patient’s date of birth	Hidden by default — use the Columns button to show it
Age	The patient’s current age in years, calculated from date of birth	Hidden by default — useful for demographic outreach without exposing the full DOB
Sex	The patient’s sex, shown as M, F, Other, or — (for “prefer not to say”)	Hidden by default
Zip Code	The patient’s zip code	Hidden by default — useful for geographic targeting and marketing campaigns
Location	The patient’s primary location	Hidden by default — use the Columns button to show it

Commonly Asked Questions

Who should we reach out to for re-engagement?

Setting	Value
Filters	No appointment in last (days) = 90
Sort by	Total Spent (descending)

This gives you a prioritized list of inactive patients, starting with high-value ones. Use the Last Service and Last Provider columns to personalize outreach — “Hi Sarah, it’s been a while since your last facial with Dr. Kim” works much better than a generic reminder.

Which location is losing patients?

Setting	Value
Group by	Location
Histogram tab	Last Visit

The histogram updates to show each location separately. Locations with more patients clustered in the “many days since last visit” range are losing patients — the stacked bars make this easy to spot visually compared to scanning the table.

Are our new patients coming back?

Setting	Value
Filters	Last Visit (Days) = 30–180
Sort by	Appointments (ascending)

Patients with only 1 appointment and a Last Visit beyond 30 days likely tried your clinic once and didn’t return. Look at their Last Service and Last Provider columns to spot patterns — if a specific service or provider shows up repeatedly, that’s worth investigating.

Filters

Filter	What it does
Patient Name	Search by name
Patient ID	Search by Decoda patient ID
Locations	Show only patients from selected locations
Patient Source	Filter by how the patient found you: Walk In, Online Booking, Referral, or Other
Last Appointment Services	Filter by what service was in their most recent appointment
Last Appointment Providers	Filter by who saw them last
No appointment in last (days)	Show patients who haven’t had an appointment in at least this many days
Last Visit (Days)	Filter by a range of days since last visit
Visit Span (Days)	Filter by a range of visit span days

Grouping Options

Group by	What it shows
Location	Patients grouped by their primary location
Patient Source	Patients grouped by how they found your clinic
Provider	Patients grouped by their most recent provider

Tips

Spot churn early: Set up a regular routine of checking the “No appointment in last 60 days” filter. Reaching out before patients hit 90 days of inactivity dramatically improves re-engagement rates.

Combine filters for targeted lists: Filter by Patient Source = “Online Booking” and sort by Total Spent to find your most valuable online-acquired patients. This is great data for understanding whether your online booking investment is paying off.

​Histogram Charts

​What the Table Metrics Mean

​Commonly Asked Questions

​Who should we reach out to for re-engagement?

​Which location is losing patients?

​Are our new patients coming back?

​Filters

​Grouping Options

​Tips

Histogram Charts

What the Table Metrics Mean

Commonly Asked Questions

Who should we reach out to for re-engagement?

Which location is losing patients?

Are our new patients coming back?

Filters

Grouping Options

Tips