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Operational Diagnostic

New Patient Call Leakage Scorecard

For PT, OT, Rehab Clinics

The 7 places most MSK clinics lose revenue before a visit is ever scheduled.

Failure Point

What's Happening

Measure Weekly

Benchmark

Missed Calls

Calls not answered during business hours

% of missed inbound calls

<5%

Hold Time Drop-Off

Patients hang up while waiting

Avg hold time & abandonment rate

<30s / <10%

Voicemail Black Hole

Calls go to voicemail and never convert

% of voicemail callbacks completed

>90%

After-Hours Leakage

No coverage nights and weekends

% of after-hours calls & conversion rate

Track & improve

Transfer Friction

Calls bounced between staff

Avg number of transfers per call

<1

Intake Lag

Delay between call and scheduled visit

Time from first call to scheduled appt

Same day

Data Entry Bottleneck

Manual entry slows response time

Time from call to EMR entry

<5 min

Quick Self-Assessment

How many of these are you actively tracking today? (Click rows above to mark — currently tracking 0 of 7)

0–2

Significant leakage

3–5

Partial visibility, still gaps

6–7

Strong operational control

Want help interpreting this?

If helpful, we can map this scorecard to your current front desk workflow and walk through where you're likely losing new patients before they ever get scheduled.

Sales Demo

Book a working session with our team

Share a few details and we’ll reach out to schedule a demo tailored to your clinic's intake and call flow.