The referral report can be handy when looking to track how your patients are being referred and to whom (either to a specific practitioner or to the clinic in general).
You can find the Report under the Reports tab.
What Can you Learn?
It will break down the revenue by source:
How do Patient’s Enter their Referrer?
Patient’s online choose from a scoped list (ask us for access if you’d like to customize the drop down).
How do Staff Enter the Referrer?
Administratively you can enter any information you like into the referral field. Jane will auto-populate any source that’s been used before so that your data will be as compiled as possible.
Filter and Export
You can see by date range the number of clients that have come in by that referral source and the amount of income they represent. You can also export to excel.