Running Referral Reports

Both general and practice management referral reports are available from the Reports menu. You can also run user-defined reports.

The following reports are available by selecting Reports > Provider/Referring Doctor:

Alphabetical Referring Doctor List:Alphabetical Referring Doctor List:Generates an alphabetical list of incoming and outgoing referring doctors.
Referring Doctor List by ID:Referring Doctor List by ID:Generates a list of incoming and outgoing referring doctors by identification number.
Alphabetical Referring Doctor Labels:Alphabetical Referring Doctor Labels:Generates alphabetically sorted labels for referring doctors.
Referring Doctor by ID Labels:Referring Doctor by ID Labels:Generates labels for referring doctors sorted by identification number.

The following reports are available by selecting Reports > Practice Management > Referral Reports:

Professional Referral:Professional Referral:Generates a list of incoming or outgoing referrals for a specific referring doctor and a specific date range.
Patient Referrals By Name:Patient Referrals By Name:Generates a list of referrals made for a specific patient and a specific date range.
Who's Due Back:Who's Due Back:Generates a list of all patients your practice has referred to other providers.
Referral Analysis:Referral Analysis:Generates a list of all providers who have referred patients to your practice.
Referral Source Analysis:Referral Source Analysis:Generates a list of all providers belonging to a specific category who have referred patients to your practice.