Help Center Membership Management: The Dashboard The Patients row
The Patients row
Clinic Manager only (since 11/02/2026). Membership Management has no Patients row: its dashboard opens on the Memberships row, and the Patients without a membership card sits at the end of that row (before Seen in (EMR), no membership), as it always did.
The first row is Patients: every patient the clinic has, with a membership or without (archived patients are never counted). Four cards, plus Patients without a membership (patients with no membership, from the EMR, added by hand or from the pharmacy):
| Card | Counts | Settings |
|---|---|---|
| Patients | every patient, counted once: a patient who holds two memberships is one patient. The grey note under the number reads N with a current membership · M without: a current membership is one that is not cancelled, the same rule as the Memberships row; a patient whose only membership was cancelled counts under "without". The two always add up to the Patients number. (The Memberships row counts memberships, so a patient with two plans is one patient there but two memberships.) | , |
| New patients | patients added in the last N days, from the EMR, by hand or by import. Patients who came in with the clinic's first sync are not new | "New" and "Seen recently" look back N days (30 by default) under Settings → Memberships & patients |
| Seen recently | patients whose EMR last-visit date is within the last N days. The note says how many patients have no visit date on file | same window |
| Not seen | patients whose last visit is older than N days, the re-engagement list. It only sees as far back as visits are known; for Zenoti the grey note says visits known since the start of the appointment catch-up, and patients last seen before that show under "no visit date" (a longer catch-up under Settings → EMR connection → Appointments fixes that) | "Not seen" means no visit in N days (90 by default) |
Every card in this row counts people, not memberships: a patient with two memberships counts once.
Where the visit date comes from: for OptiMantra clinics, the day of the patient's latest check-out or Superbill (or an appointment staff marked attended). A booking does not count, because it is in the future. Zenoti's patient list carries no visit date, so those patients count under "no visit date" until Zenoti appointments arrive (coming). Clicking a card opens the Patients page on that view.