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Referral Report Templates

These can be found by clicking Admin, then choosing Referral Report Templates on the left.

Referral Report Templates allow you to create personalised reports based on referrals to suit your clinics needs.

Creating Referral Report Templates

  1. Click New Template top right.
  2. Name refers to the name that will appear in the Referral Report dropdown template .
  3. Enter the name of the column you want to appear in your CSV file.
  4. Map this name with the variable you need. Remember you can create new Patients Custom Fields and Referrals Custom Fields to select here. Create Referral Report Templates
  5. Add as many columns as you like using the blue Add Column button at the bottom right. You can delete a column using the button to the right of each column
  6. Click Create at the bottom
  7. Create and download the Referral Report go to Referral Reports in the Office menu.