Use aggregate figures and general observations. Keep patient identities, clinical details, passwords, and other confidential information out of this worksheet. Notes stay in this page; use Download or Print to keep your own copy. Reloading clears unsaved entries.
Inquiry-to-booking arithmetic
Use one consistent inquiry group. Booked appointments must not exceed suitable inquiries for this calculation.
A planning exercise, not a client result
Put the idea to work
Illustrative arithmetic: 40 suitable inquiries and 20 booked first appointments represent a 50% booking rate for that group. That is not a target or a forecast. If 10 other calls were unrelated, including them in the denominator would answer a different question.