Running the Referrals In Report

The Referrals (In) report enables you to identify the largest sources of referrals to the practice and to track the amount of production attributable to each source. More...

Using the Referral Source options, you can produce a revenue report for Outside Doctors (one or all), a specific Doctor Type, Staff, Patient, Responsible Party, Sibling, and Other sources. You can run this report for all locations in the practice or for a specific location, and for all doctors in the practice or for a specific doctor. You can then break down a source’s total referral amount by identifying the specific patients referred by the source and the patients’ respective revenue amounts.

The reports can be printed in standard report format or in a graphic representation using vertical or horizontal bar graphs, or a pie chart.

To run the Referrals In report:

Click the Referrals button, or select Functions > Referrals from the menu bar. The Referrals window is displayed.

Select Referrals (In).

In the Referral Source section, select the referral type.

In the third section, select whether the report should be for one individual or all sources. If you clicked Select Doctor Type or Other in the previous section, select the specific type of doctor or "other" referral source.

In the Sorted section, the options for sorting the report are active if you selected One in the previous section. Select a sorting method, if applicable.

Deselect the Include Converted Balances in Contract Totals option if you do not want to include converted balances in your totals.

In the Report Dates section, accept the default setting of All Dates, or select a date type and a date range from the drop-down lists.

In the Location section, accept the default of All Locations, or select Single Location and use the drop-down menu to select the name of the office.

In the Doctor section, accept the default of All Doctors, or select Single Doctor and use the drop-down menu to select the name of the doctor.

Click OK. The Detail Referral List window is displayed.

The Detail Referral List window displays the referrals and the amount of revenue your practice received from the referral type you selected. By default, the list is sorted by Last Name. Select another option to sort the list accordingly.

In the Graph Information section, the option to include the Top 10 Sources is selected by default. Click All Sources to display all sources in the graph.

Click the Referrals, Charges, Payments, Contracts, or Custom button to display the corresponding graph type.

If there is too much data, a message is displayed, asking you to narrow the report criteria.

The window displays the View Vertical bar graph option by default. Click the View Horizontal or View as Pie buttons at the lower-left of the window to change the display.

Click Print to print the graph on your printer, or click Close to return to the Detail Referral List window.

To view a list of the patients a referral source has sent to you, click the name of the referral source. The Detail Referral List for that source is displayed.

The Detail Referral List for Specific Source window displays the names of patients and the amount of revenue your practice received from the referral. By default, the list is sorted by Last Name. Select another option to sort the list accordingly.

Click Print to display the Print Options window, where you can select to print, preview, or export the report, or click Cancel to return to the Detail Referral List window.

Click Cancel to close the Detail Referral List window, and click Cancel to close the Referrals window.