Patient and Doctor Referrals > Running Referral Reports
The Professional Referrals report lists incoming or outgoing referrals made during a specific period.
To run the Professional Referrals report:
Select Reports > Practice Management > Referral Reports > Professional. The Output Options window is displayed.
Select the output and click OK. The Professional Referral Report Setup window is displayed.
In the Format section, type the number that corresponds to the report format you want.
In the Dates section, click the drop-down arrows to select the starting and ending dates from a calendar.
In the Doctors section, click the drop-down arrow to select the referring doctor, or leave 999 to report on all referring doctors.
Click OK.
The Professional Referral report has four formats:
Format 1—Lists work performed on patients referred to your practice by another provider. This format includes the patient's name, last exam date, referral reason, expected return date (if specified), the date, code, and description of work completed, and any additional work planned.
Format 2—Lists patients referred to your practice by another provider. This format includes the total production generated by the referrals and the average production per referral.
Format 3—Lists patients referred to your practice by another provider. This format includes the number of patients referred to your practice by each provider on the report, the date of their last referral, and the total and average production generated by the referral.
Format 4—Lists work done on patients referred to other providers, including the referral reason and expected return date, if specified.