The Referral Report is used most commonly for marketing purposes, to capture how a client heard about your practice.
1. Select the Reports tab within the Dashboard along the left side of the screen.
2. Select the Summary Reports widget, and then select the Summary Items widget.
3. Select the desired Date Range, and then select Get Report.
Example: In the image above, 1 client heard about this practice by word of mouth, 3 clients found this practice on Google.com, and 1 client found this practice through the County Newsletter.
For more information on how this information is captured, check out Choose Action: Capturing New Client Referrals