Referred By Reports

[Support]

We sometimes get asked for reports which show an invoice list, grouped by who referred the clients. We’ve attached two reports which do this :-

[1] Referral Invoice List (By Category) [Financial].COv4_Report
Shows invoices based on the “Referred Category” of the patient/client

[2] Referral Invoice List (By Person) [Financial].COv4_Report
Shows invoices based on the “Referred By Person” field of the patient/client

Please see this post for help importing new reports into ClinicOffice :-
https://pioneersoftware.co.uk/forums/topic/how-do-i-import-a-report-file-into-my-database

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