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Post by Kraig on Feb 6, 2014 7:00:34 GMT -6
When I run my referral report, it either shows zero referrals or it has a very low number of referrals. Why?
This question doesn't come across my desk too often, so when it does it has a tendency to stump me for a few minutes. But then I remember...
Professional / Patient referrals found under the Patient-Additional Info tab will only show up on the report is the referral is selected on the first visit. If you enter the referral anytime after the first visit it will not reflect in your referrals report.
Just an FYI.
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alex
New Member
Posts: 4
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Post by alex on May 25, 2014 11:18:00 GMT -6
this should be changed. regardless of when the referral is entered into Crystal, it is a referral and should show up on the report
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Cluny
Junior Member
Posts: 87
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Post by Cluny on Feb 24, 2017 17:03:03 GMT -6
We are getting our Referral Rewards program up and running again after 3 years with Crystal. This is an annoying side effect of the software. I agree with the above poster that any time the Referral field is populated it should be recognized.
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