You can run the Referrer List Report for tracking your referrers.

To run the Referrer List Report

From the File menu, click Referrers.

The Referrers window appears.

Click the Print Reports button to display a menu, point to Print Referrer List, and then click one of following options to preview a list of your referrers:

Show actives only - Click this option to include only active referrers on the report.

Show inactives only - Click this option to include only inactive referrers on the report.

Show all - Click this option to include all the referrers on the report.

Group by practice - Select this option if you want the referrers that belong to the same practice or company to appear next to each other on the report. When a message appears and prompts you to prepare the list and send letters, click Yes to generate the report and open the Word Processor to create a Referral Report Letter, or No to only generate the report.

List items for all - Select this option if you want the report to include only those referrers who have list items (such as gratuities) that were attached to their profiles within a specified date range. When the List Report Options dialog box appears, enter a Date Range to include only referrers with list items that were added to their profiles during the specified date range, and then click OK.

Print Advanced Profile Tab - Allows to create different types of referrers lists using customized profiles.