Active patientUnique patient ID with at least one completed, non-voided encounter within the last 24 months.
Returning patientPatient with 2+ completed encounters within any 24-month window.
Patient encounterCompleted, documented office visit, telehealth visit, or procedure in the EHR. Voided, cancelled, and test records excluded.
Patient relationshipElapsed time from first encounter to most recent encounter, averaged across all active patients.
Continuous operationNo gap exceeding 6 months between consecutive documented encounters across the practice history.
Encounter mixDistribution of encounter types by count, trailing 24 months. From athenahealth encounter category field only.
Patient areaNeighborhoods and towns from patient address on completed encounter records, trailing 24 months.
Patient growthYear-over-year change in unique patient IDs with at least one completed encounter. Compared against the same 12-month window in the prior year.
Retention ratePercentage of active patients (24-month window) who have 2 or more completed encounters within that window.
Insurance credentialingCount of distinct payer networks where the practice group holds active participation agreements, verified against payer directories.