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Referrals
Posted: 19 Sep 2005 01:27 PM |
| I realize that the new form is for places we refer our clients to, but what about the information we used to be able to get (how the client was referred to us)? Thanks! |
Shannon C Gonzales |
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Re: Referrals
Posted: 19 Sep 2005 02:46 PM |
| Take a look at question: #1 - "How did you hear about us?" on the Intitial Visit Form. You can also customize the list of options. Hope that helps. |
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Re: Referrals
Posted: 19 Sep 2005 03:04 PM |
| That is where I put that information in, but when I ran the reports for August stat's, it would not pull that information for me. It was trying to go to the new form and since there is no information there as of yet, it would not let me (although it would not have been correct if it had). |
Shannon C Gonzales |
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Re: Referrals
Posted: 19 Sep 2005 03:15 PM |
| You mean the report did not show any data? or Your forms did not have any items selected? I'm not sure i understand based on your description above. To get these stats, run the Initial Visit stats are select the "HowHeardAboutUs" measure. hope that helps. |
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 rlanell
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| Joined: 22 Sep 2010 |
| Total Posts: 3 |
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Re: Referrals
Posted: 21 Dec 2010 03:02 PM |
Where is the Initial Visit stats? I'm not seeing this option.
We are trying to get a report on how clients hear about us. Please advise.
Thank you! |
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Re: Referrals
Posted: 21 Dec 2010 03:17 PM |
Hi RLanell,
Almost Merry Christmas! Time has flown this year, can't believe it's already going to be 2011. You can find the majority of the questions asked on the Case Form under Client Management, Statistics, Client Case Statistics, select your measure, run report. If we can be of further assistance don't hesitate in contacting us. Have a great day!
Merry Christmas,
Ashleigh |
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