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Reports & Logs

View referral performance, SMS activity, and export clinic data for accounting.

2 articles Updated: Apr 25, 2026 ~1 min read
1

Referral Report

Go to Referral Management › Referral Report to see how many patients each source brought in and the total revenue they generated.

2

Exporting Data

Export patient records, financial summaries, and inventory data from the Reports section. Most exports are available in both CSV and PDF.

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