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Patient Report

Patients and Referral Sources

Jordan Stokes avatar
Written by Jordan Stokes
Updated over a year ago

The Patients Report displays a comprehensive list of all patients who have visited your practice within a specified timeframe. Additionally, it provides insights into referral sources and the origin of new patient acquisitions.

The Patient Report can be configured to display either:

  • Patients, by visit date.

  • Referral Sources and the number of patients generated by each source:

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