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msimanis
Canine II

Report for referral sources?

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We are looking to track our referrals here in the office. Is there a general report to pull that shows all of our referral sources? And how much production is associated with each referral?  Thanks for your help!

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Moderator
Moderator

Re: Report for referral sources?

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Good day Melissa (msimanis‌),

You're in luck; I've just finished writing up a new article on how to run referral reports in Orthotrac.  It's located here:  How To Run Referral Reports (Doctor, Patient, Responsible, Other, etc.)

Regards,

Phil Carter / Orthotrac Escalation

msimanis
Canine II

Re: Report for referral sources?

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Thank you Phil Carter!

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