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 unfinished treatments, patients who didn’t come back and quotes that didn’t convert. Act on opportunities before they slip away.
₺
Unfinished treatment23 patients
₺86,000😴
Dormant patients120+ days
210 patients↩
Quotes not convertedLast 60 days
31 quotesRevenue left on the table
Let it tell you where the opportunity is.
Planned but undone treatments, patients who haven’t come in for a long time and unconverted quotes in one report. Take action and recover the revenue.
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.
Quotes go unfollowed
Treatment that was discussed but never started is quietly forgotten.
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 — Catches patients who haven’t come in for a long time, and you put them on an action list.
Today
Quotes aren’t followed up
Conversion isn’t measured.
With Clineo
Conversion tracking — You follow quote-to-treatment conversion and see the result.
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
Put the opportunity into follow-up and track the result.
Conversion
Track quote-to-treatment conversion.
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.
Track the result
Follow the conversion.
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
narrow down the opportunity group
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 unfinished treatments” and Neo brings up the report. You decide whom 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 three lists. The one that usually gives the fastest results is “unfinished treatment”: these patients already know the clinic and have started treatment. Starting with a few patients from the list and tracking the result is the easiest way to make win-back a lasting habit.
FAQ
Opportunity Reports FAQ
If your answer isn’t here, you can ask us directly in the demo call.
Ask in the demoWhat does the opportunity report show?
It shows planned but undone treatments, patients who haven’t come in for a long time and unconverted quotes in one report.
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?
The opportunity report shows where revenue has stalled; recall is the workflow for systematically calling back patients due for a check-up.
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 whoever handles patient relations can run the action list. You set who sees which list through permissions.
Ready when you are
Don’t leave revenue on the table.
Let’s plan a short walkthrough for your specialty so you can see this feature in your own clinic workflow.