--000000000000e4b6fe05af615deb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Timothy, we can settle for a simple list of your largest referral sources, with an estimate (ballpark top-of-mind estimate is fine) of annual client starts for each. Thanks, Lucas On Tue, Sep 15, 2020 at 5:01 PM Timothy Thomas wrote: > Hi Lucas, > > In the spreadsheet on sheet "2D Referral Accounts", much of the requested > information is also available in the previous sheet "2C Starts". The main > difference is the lack of client prospect counts. To my knowledge there's > no way to pull that data out of clearcare and apply a 12 month filter. I > can give you client / prospect counts per referrer since the beginning. > > Any thoughts on this or which report could be best suited to gather the > required data? Unless I'm missing something, to do this manually would ta= ke > quite some time. > > Thanks > > -- > > > > Timothy Thomas > > > > Directeur de soins et d=C3=A9veloppement | > > Director of Client Care & Development > > Tel: 514.907.5065 | Fax: 514.221.4265 > > tt@homecareassistance.com | Homecareassistancemontreal.ca > > > > --=20 Lucas Motro Director of Corporate Development Home Care Assistance www.homecareassistance.com --- Read Our Testimonials Join Our Newsletter We Are Hiring! [image: https://www.linkedin.com/company/home-care-assistance/] Champions of Aging Well --000000000000e4b6fe05af615deb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Timothy, we can settle for a simple list of your larges= t referral sources, with an estimate (ballpark top-of-mind estimate is fine= ) of annual client starts for each. Thanks, Lu= cas=C2=A0=C2=A0 On Tue, Sep 15, 2020 at 5:01 PM Timothy Thomas < tt@homecareassistance.com >= wrote: Hi Lucas, In the spreadsheet on sheet "2D = Referral Accounts", much of the requested information is also availabl= e in the previous sheet "2C Starts". The main difference is the l= ack of client prospect counts. To my knowledge there's no way to pull t= hat data out of clearcare and apply a 12 month filter. I can give you clien= t=C2=A0/ prospect counts per referrer since the beginning.=C2=A0 = Any thoughts on this or which report could be best suited to= gather the required=C2=A0data? Unless I'm missing something, to do thi= s manually would take quite some time. Thanks= -- =C2=A0 Timothy Thomas <span style=3D"fo