Referrer Revenue Report
Use the Referrer Revenue report to see who is referring your Clients to you. This can now include Clients as referrers.
To add the Referred by (Client) field to your Client Details use the same Method as adding the Preferred Consultation Type field.
|
Field |
Description |
|---|---|
|
Choose type of referrer |
Select either Medical Referrers (those that you enter in via Data Maintenance) or Client Referrers or All. |
|
Select Date Range |
Choose the relevant date range. |
|
Search Results |
Search Results shows the name of the Referrer, whether they are a Medical or Client referrer and the value of their referrals for the selected date range. These fields can be sorted by clicking on the column name. |
|
Total Value |
The total value of the resulting referrers. |
|
Graphical Representation |
The value of the referrers shown in relation to one another in a Pie Chart. |
|
Find |
Use the Find to search for a particular word within the results. |
|
Preview |
Displays the search results for printing, saving or emailing. |
|
|
Print the search results. The pie chart does not print out. |
AU 