Any TheraNest user may access and run the referrers report.
Archived Clients: Included
This report shows the number of referral each source brought in during the date range set.
- Click on Reports in the primary navigation bar
- Under the Referrals section click Referrers
- Set the Referral Registration Date.
- Click Run Report
You download the CSV or PDF version directly to your computer by clicking the CSV and PDF on the upper right tab.