Referred By Reports

Help with reports & document templates
Post a reply

Referred By Reports

Postby Support » March 12th, 2012, 4:22 pm

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 :-
viewtopic.php?f=19&t=249
Attachments
Referral Invoice List (By Person) [Financial].zip
Report showing invoices based on the "Referred By Person" field of the patient/client
(7.61 KiB) Downloaded 154 times
Referral Invoice List (By Category) [Financial].zip
Report showing invoices based on the "Referred Category" of the patient/client
(7.64 KiB) Downloaded 147 times
ClinicOffice Support Team
User avatar
Support
Site Admin
 
Posts: 874
Joined: August 25th, 2005, 6:37 pm
Top

Post a reply

Return to Reports & Templates

Who is online

Users browsing this forum: No registered users and 2 guests