Recare (recall) keeps hygiene patients on schedule. The rate — patients with a future appointment over active patients — predicts hygiene production and overall retention.
The example
1,020 scheduled of 1,200 active.
| A | B | |
|---|---|---|
| 1 | Item | Value |
| 2 | 1,020 / 1,200 | — |
| 3 | Recare | → 85% |
The formula
The formula:
How it works
How it works:
- Active patients = seen in the last 18–24 months (define it consistently).
- Count those with a future hygiene appointment with COUNTIF.
- Divide for the recare/pre-appointment rate — pre-booking predicts retention.
- Reactivation targets the unscheduled —
active − scheduledpatients to recall.
Pre-booking the next hygiene visit is the cheapest retention there is. A patient who leaves with their 6-month appointment already booked is far likelier to return than one you have to chase later. The recare rate measures that habit; the complement (active − scheduled) is your reactivation list — the specific patients to call. Both come from one COUNTIF over the recall column.
Try it: interactive demo
Patients scheduled and active.
Variations
Reactivation list size
Unscheduled active:
Count scheduled
Future appt:
Hygiene revenue at risk
Unscheduled × fee:
Pitfalls & errors
Define active. Use a consistent window (e.g. 18 months) for active patients.
Future appointment. Count next-visit dates after today.
Zero active. No patients gives #DIV/0!.
Practice workbook
Frequently asked questions
How do I calculate hygiene recare rate in Excel?
How do I build a reactivation list?
How do I size the revenue at risk?
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