Open an Excel file to import it. In Chrome or Edge, saves can write back to the same file.
More file options
Recommended: Click Open Excel File. The tracker imports it immediately. In Chrome or Edge, Save referral also saves back to that same file. Extra import/export tools are under More file options.
Active referrals
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0Open referrals being worked
Waitlist
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0Waiting for availability
Scheduled
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0Appointments on the books
Closed
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0Completed or redirected
Needs action
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0Due or overdue follow-ups
Add referral
Saving a referral also saves back to the same Excel file when same-file saving is active.