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cpereira
Canine II

How to export referral contact information

How can I export Referral contact information such as Name, Practice Name, phone, fax, email, etc. to an excel file

None of the referral reports show contact info 

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Community Manager
Community Manager

Re: How to export referral contact information

hnnobel‌ or paula1‌ can you help with this? 

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omsnashville
Premolar II

Re: How to export referral contact information

Chris, I was able to export to Excel by using Reports > Referral > Referral Demographic. I then click "Print", but choose the option to Export on the bottom left of the print dialog screen. It has some extraneous information columns you can delete, but it did include name, address, phone, fax, email, interests, etc. Sadly, it does not include Practice name, but you can run the report to list your Referral Groups along with the individual provider names.

I hope that helps!