Compliance — the share of recommended rechecks, dentals, or reminders that clients actually complete — drives both patient health and clinic revenue. It’s a COUNTIF over a follow-up log.
The example
64 completed of 100 recommended.
| A | B | |
|---|---|---|
| 1 | Item | Value |
| 2 | 64 / 100 | — |
| 3 | Compliance | → 64% |
The formula
The formula:
How it works
How it works:
- Count completed follow-ups with
COUNTIF(status, "Done"). - Divide by the number recommended for the compliance rate.
- Track by type (recheck, dental, bloodwork) with COUNTIFS to find weak spots.
- The missed share is lost care and lost revenue — size it to justify reminders.
Compliance is revenue and health hiding in plain sight. If 36% of recommended dentals never happen, that’s both untreated patients and a measurable revenue gap — multiply missed follow-ups by the average service price to size it. A simple reminder system (calls, texts) usually moves the rate several points, and tracking before/after with COUNTIF proves the ROI.
Try it: interactive demo
Completed and recommended follow-ups.
Variations
Count completed
From a log:
By follow-up type
Find weak spots:
Revenue of missed care
The gap in dollars:
Pitfalls & errors
Consistent status. One label for completed so COUNTIF matches.
Same window. Completed and recommended over the same period.
Zero recommended. Nothing recommended gives #DIV/0!.
Practice workbook
Frequently asked questions
How do I calculate recheck compliance in Excel?
How do I find weak follow-up types?
How do I value missed care?
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