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Find the data you need to strengthen and build your business.

Referral Values Report

Austin Written by Austin
... on a nifty November day.

📖 In This Article

What can you use this Report for?
Filters and Options
What is displayed in the report?

The Referral Values Report shows the number of appointments and the amounts Invoiced and received for each Case referrer and Payer referrer selected within Contacts.

What can you use this Report for?

Use this report to recognise high-value referral sources and evaluate marketing strategies.

Filters and Options

Filters Description
Date Payments for the Client’s case received within the timeframe will be displayed.
Locations Booking Location
Sort Generate the data for Case Referrer (for marketing) or Payer Referrals (for invoicing purposes).
Payers Generate data for All or Specific Payers.

What is displayed in the report?

  • The Summary table displays all Case Referrers or Payer Referrers with their total.
  • Below are tables for each Referrer along with details of each client they referred.
Column Description
Client Name of the Client that was referred by the Referrer.
New Client A tick means a Client that had his first appointment within the timeframe
Appointments Number of appointment for the client within the timeframe
Invoiced Amount Invoiced in the Client Case within the timeframe
Paid Amount Paid for the Client Case within the timeframe
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