V4 - Who's referring who? Using the Referrer Revenue Report

This article relates to version 4 of myPractice.

The Referrer Revenue Report can be used to see who is referring Clients to you. This is not restricted to just Medical referrers as Clients can now be captured as referrers.

When a new Client is entered there is an option of using the Referral from Client field to capture details of who (of your current clients) is referring clients to you. The results of this capture displayed in a field called Referred by Client: which is displayed in the Referrals tab of the Client Details. A Client's record can be updated with this information at any time.

The Referrer Revenue Report found in the Reports section can be run for either type of referrer over a specified date range. This information can be exported to excel or printed if required.

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