4-2 Referrals Summary

CRM Training: Referrals Summary Report

How to get total referrals for all clinics

  1. GoTo Reports –> Reports or if in Cases move step 2
  2. In Main Menu 1st Item (Reports or Cases)–> Report:Summary
  3. Select the Intake Dates and Click “Go!”
  4. Type “Empty” means no information entered in Universal Scheduling
  5. Get Details for Clinics/Referral Types by Clicking on Number of Referrals
  6. Scroll down to see Charts