1. Choose one follow-up window
Define the time span in which a repeat visit counts, and use the same window for all clients in the cohort.
2. Build the eligible cohort
Count clients from the earlier period who were eligible to return under your reporting rule. Exclude people who could not reasonably have reached the end of the follow-up window yet.
3. Count completed returns
Enter the number from that exact cohort who completed another clinic visit within the window.
4. Record new clients separately
Enter first-time clients for context. They do not change the retention rate because they were not part of the prior eligible cohort.
5. Compare consistent cohorts
Use retention and churn to compare operational continuity over time, but keep service mix and follow-up rules in mind when interpreting changes.