Analyzing a Referral Type

The Referral Types window displays the number of referrals recorded for a referral type during each month in the last year.


  1. Select Data > Referral Types.

The Referral Types window displays.

  1. Click the Listing tab.
  2. Select the referral type and click the Maintenance tab.

The number of referrals recorded in the 12 months displays in the Referral Statistics section.

Following are descriptions of these statistics.

Example:  In the example above, the monthly percentage for Oct 2009 is 22%.  This means that this referral type provided 22% of all the clients referred during October 2009.

  1. (Optional) To view the clients referred during a specific month, click one of the monthly totals.

 

Recording a Referral

Referral Trees