Client Report - Referrer

The referrers report allows you to see how many patients have been referred to your practice by each referrer. This report primarily works by date of referral, however dates can be ignored.

To access this report, go to 'Dashboard' > 'Client' > 'Referrer'

Generating a Referrer Report


  1. Select the date range of when clients were referred between. Clients who do not have a date of referral will not be shown on the report. Dates can be ignored by ticking the option Ignore Dates
  2. Optionally define the site that clients are allocated to
  3. Optionally define groups
  4. Optionally define which practitioners calendars to search in
  5. Define the status of client files to either current, closed or both

Press 'Generate' when you are finished. 


The report will present a pie graph that visually demonstrates which referrer has referred the most patients to your practice. If you want to see a list of the patients refererred, click on 'View Clients'

James Hogan -

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