New referrers report for a given date range

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  • Idea
  • Updated 4 years ago
We would like to be able to pull a report on new referrers in a given date range.  Say if we want to send a thank you letter to those who have come on board in the last month.
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Hand Works

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Posted 4 years ago

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Steven, Business Care

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You can use the Patient Referrals report to view a list of referrers who have referred a patient to your clinic between a specified date range.

This gives you the opportunity to send a thank you to all of your referrers who have referred new patients in the last month for example. You can even view the
income generated by each referrer.

(Edited)
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Hand Works

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Yes but that shows new referrals / new patients - they are likely to have come from current referrers. We specifically want to know the names of new referrers who have come on board...so maybe a report could be pulled based on the date range the referrer's details were added.
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Steven, Business Care

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Based on requests through our helpdesk, identification of referrers each time they refer is commonly what is wanted. I understand what you are asking is different, the only way to get this is through a custom report developed by one of our programmers. Please contact us through a support request www.smartsoft.com.au/support if you require further information.