How to See Inbound/Outbound Referral Metrics

Note: This report is only available to Administrators and PowerUsers.

If you want to see your overarching inbound/outbound referral metrics, you can do so by following these steps:

1) Navigate to Reports > Referral Source

2) Filter/Sort the Data (optional)

• By default, the data displayed is for the current year to date. If you'd prefer to view referrals for a different time period, you can adjust the Start and End dates or select a set date range.
• You can sort sources by Category or by the user the source is Assigned To.

Note:
Moved statuses include: Moved, Invoice Sent, Closed - Paid. For home care, a client counts as Started once it has a Start of Care date.
Avg Days to Move (Avg Days to Start for home care) is calculated from the clients created date to move or start date. Clients without one are excluded.
Only sources with at least one client in the selected date range are shown.

Have more questions? Feel free to reach out to us at support@seniorplace.com!