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Referral Report

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Home PM CL WinPM Reports Referral Report

The purpose of the Referral report is to track the number of Patients and the fees generated by Referring Providers.

Filter Selection

Select the Date range and sorting method (Provider name, number of referrals, or total fees).

The Report

The report can be re-sorted by clicking on column headings. If letters are being sent to the Referring Providers, click Labels on the toolbar to print address labels.11

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