The Analytics tab includes a line chart that visually displays the total number of referrals your office has received over time. This feature helps you easily monitor referral patterns and assess the strength of your business relationships.
Key Benefits:
- Track referral trends by selecting a specific date range to see how your referral volume changes over time
- Compare multiple offices by adding providers to the chart and identifying which partnerships bring the most value
- Make informed decisions using referral data to focus on high-performing relationships and grow your network
How to Use the Line Chart Feature:
Follow these simple steps to navigate to the line chart and view your referral data:
- Click on the Analytics tab located on the left-hand side of the SimplifyPI menu.
2. Scroll to the bottom of the page to find the Line of Chart section.
3. Choose the desired date range by selecting the start and end dates. This allows you to view referral counts for a specific time period.
4. Select the providers whose referred cases you want to view. You can choose multiple providers to compare their referral counts.
5. Hover over the dots on the graph to see detailed information, including the number of cases, the month they were referred, and the office name.
