Unfinished treatment is forgotten
A procedure that was planned but not done isn’t on anyone’s agenda.
Opportunity Reports
Clinic opportunity reports: make lost revenue visible.
See pending treatments, open balances and long-absent patients. Act on opportunities before they slip away.
Revenue left on the table
Let it tell you where the opportunity is.
Planned but unfinished treatments, open balances and long-absent patients on one screen. Take action and recover the income.
Familiar problems
Where is lost revenue sitting?
Unfinished treatments and patients who don’t return are already recorded in the system; they’re just not visible because no one looks.
Dormant patients go unnoticed
No one ever pulls a list of patients who haven’t come in for months.
Open balances go unchased
The unpaid amount isn’t on anyone’s agenda.
What changes
Before and after.
You look at the same data, this time in a way that shows lost revenue.
Today
Unfinished treatment isn’t visible
Revenue is left on the table.
With Clineo
Opportunity report — Planned but undone treatments and their value appear in one report.
Today
Dormant patients aren’t listed
Win-back is left to chance.
With Clineo
Dormant patient list — See patients with a treatment history who haven’t come for more than six months in one list.
Today
Balances aren’t tracked
Collections get forgotten.
With Clineo
Open balance list — See patients with unpaid amounts from largest to smallest, along with the total.
Why Clineo
Don’t leave revenue on the table.
Opportunity reports work together with treatment plans, appointments and recall.
Opportunities, visible
See unfinished treatment and revenue potential.
Dormant patients
Catch patients who haven’t come in for a long time.
Revenue potential
Measure the value of incomplete treatments.
Action list
See clearly whom you need to call.
Win-back
Open the patient card from the list and reach out right away.
Open balance
See unpaid amounts and their total.
How it works
Acting on opportunities in four steps.
Opportunity reports work together with treatment plans, appointments and recall.
Open the report
See the opportunity areas.
Filter the list
Choose unfinished treatment or dormant patients.
Get in touch
Remind them, call them back.
See the list up to date
Completed treatments drop off the list automatically.
Note: Opportunity reports are generated from clinic data; acting in line with consent and KVKK rules when contacting patients is the clinic’s responsibility.
Works together with
Which modules does it connect with?
The opportunity report connects to other modules to turn insight into action.
Recall Automation
bring dormant patients back systematically
Patient Segments
see patients with debts and inactive patients separately
Treatment Planning
unfinished plans come from here
Accounting
match it with revenue and balances
Basic Reporting
follow the overall picture in a separate dashboard
AI assistant
Neo pulls the list.
Say "List pending treatments" and Neo brings the list. You decide who to start with; Neo doesn’t contact patients on its own.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
Where to start
What’s the first step?
When you first open the report, you see four cards. A good place to start is the "pending treatment" list: these patients already know the clinic. Starting with a few patients makes winning them back an easy habit.
FAQ
Opportunity Reports FAQ
Can’t find your answer? Open the demo and try it yourself. If you get stuck, the user guide is at hand.
Open the demoWhat does the opportunity report show?
It shows planned but unfinished treatments with their value, open balances, patients absent for more than six months and this month’s birthdays.
Which plan includes this feature?
Opportunity Reports are part of the Clineo Smart plan. The Enterprise plan includes everything in Soft and Smart, so they’re available there too.
What should I watch out for when contacting patients?
Opportunity reports are generated from clinic data. Acting in line with consent and KVKK rules when contacting patients is the clinic’s responsibility.
How is it different from recall?
An opportunity report shows where income is stuck; Recall is the flow for sending invitations to patients who haven’t come in a long time.
How often is the report updated?
Since it’s generated from clinic data, it updates as records move forward. You don’t need to run a separate calculation step.
Who should follow up on opportunities?
The front desk or patient relations lead can run the action list. The admin, doctor and front-desk roles can see the report.
Ready when you are
Don’t leave revenue on the table.
Open the demo and try Clineo in your own clinic flow. Your account opens right away, free for 14 days.