Filter New Client Report by Location and Practitioners

It would be really useful to have the same filters that exist for Referral sources and most other reports, also applied to the New Client report. With multiple locations, being able to separate the number of new clients in each clinic is almost more important than the total figure.


Yes, we have to manually create a report of New Patients and where they “came from” (referred by spouse, found us on google, found us on social media etc)

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