Insight & Growth
Referrals
See where your clients come from, who referred whom, and copy a signed thank-you in one tap.
The Referrals view turns the quiet Referral source field — the one you fill in when adding a client — into a growth engine.
What it shows
- Where your clients come from — a clean breakdown by source.
- Who referred whom — when one client's source names another client, ChartVault builds the referral chain.
- Your top referrers, ranked — the people sending you the most business.
Thank your referrers
One tap copies a warm, signed thank-you message you can send a referrer — because the cheapest new client is the one a happy client brings you.
Word of mouth, made visible
That referral-source field looks minor, but across a practice it reveals your real growth channels and your most valuable advocates. Thanking them keeps the referrals coming.