The Marketing Referrals report captures all Referral records on patient Accounts that have a Referral Category of "Marketing" set. You can locate a patient's Referrals and Referral Category by navigating to the Patients Ability > Patient Tab > Referrals Sub-Tab.
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Filter Options
Once you've configured your filters and dates, you can click the Apply button to generate results for this report for the date range you have set.
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Filter Providers: This filter will hone down results to referrer records on patients with the filtered provider(s) set as the patient's provider in the Patients Ability - Patient Tab.
Filter Offices: This filter will hone down results to referrer records on patients with the filtered office set as the patient's office in the Patients Ability - Patient Tab.
Filter Referrer Types: This filter will narrow down the results to referrers with the filtered Referral Type set.
Referral Start Date/End Date: The date fields will hone down results to referral records with a Referral Date that falls within the set date range.
Include Inactive Patients Checkbox: If checked, this option will include any patients that have been archived.
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