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
hnnobel or paula1 can you help with this?
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!
Retrieving data ...