Tracking Referral Activity

Related Training

The Referral Activity feature enables you to track activity associated with your referral sources. This functionality uses the referral sources previously added to a patient's record. You can also add a new referral source and manage existing referral follow-ups.

To track referral activity:

From the Location tab, select Referrals > Referral Activity. The Referral Activity window displays a list of referral sources, along with the number of patients, appointments, posted production, and follow-ups for each one.

Use the Filter List options to refine the list by referral source, type, or date range.

Note: Select Group by Practice to sort referral sources with multi-location practices.

Select a referral source in the list to view more details, including dates, number of patients and appointments, and posted production amounts. Contact information is displayed to facilitate follow-up communication.

Additional Actions

Under Actions, you can:

Select Manage Referral Sources to access the Referral Sources list, where you can add a new source or update details of an existing source.
Select Manage Follow-Ups to access the Referral Follow-Up list. Use this worklist to manage the list of referral-based follow-up appointments.

The Referral Source Management and Referral Reports functionalities are accessible by team members who are included in the Administrators group. Users that are not Administrators need to be granted permission to access the Referral Activity Report.