Using Additional Modules, Products, and Services > Additional Modules > Introducing the PEARL Module > Using the PEARL Module
Use Referrals to view the top ten outside referring doctors based on the number of referrals received, the amount of contracts generated, the amount of payments made, or the amount of charges produced.
You can look up the name of any referring doctor by selecting the Magnifying Glass icon and typing the doctor's name.
To view additional information about a referring doctor:
Select a referral. The Detail window is displayed.
The Detail window includes the following information about the referring doctor:
Name
Title
Home phone number
Work phone number
Work address
E-mail address
Number of referrals, categorized by month, twelve months, total and average per month
Contract amounts, categorized by month, twelve months, total, and average per month
Charges, categorized by month, year, twelve months, and average per month
Payments, categorized by month, twelve months, total, and average per month
A graph displaying a visual representation of the number of patients referred by month
Monthly data reflects referrals from the first day of the current month to the last day of the current month. When 12 months of referrals are displayed, the time range reflects the first day of the month twelve months ago to the end of the current month.
Select the Patient button to view a list of patients referred by the selected doctor and their associated treatments.
Select a patient to load that patient's data in the Patient window.
To configure the information displayed in the Referrals window:
Select the Options icon. The Settings window is displayed.
Select one of the following options to configure:
Select Referrals. The Referrals window is displayed.