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 |