Patient and Doctor Referrals > Running Referral Reports
The Referral Production Analysis report lists all providers who have referred patients to your practice. It includes the referring doctor’s name and the patient’s name.
To run the Referral Production Analysis report:
Select Reports > Practice Management > Referral Reports > Production. The Output Options window is displayed.
Select the output option and click OK. The Referral Analysis Report Setup window is displayed.
In the Dates section, click the drop-down arrows to select the starting and ending patient visit dates from a calendar.
In the Options section, select Include Patient Details to list the production and collection amounts for each referred patient seen.
In the Referring Doctor ID section, click the drop-down arrow to select the providers from a list, or leave 999 to report on all providers.
Click OK.
The report includes the following information:
Referral—If the Print Patient Details option is checked, all referred patients are listed under the provider, and the name of the referring provider is displayed in bold.
Number New—Number of new patients referred by the provider with production posted during the specified date range.
Number Seen—Number of patients who were referred by the provider with production posted during the specified date range.
Production—Total dollar amount posted for service codes 100.00 + on patients referred by the provider.
Collection—Total dollar amount posted for collection codes 1.00-20.99 on patients referred by the provider.