Running the Professional Referrals Report

The Professional Referrals report lists incoming or outgoing referrals made during a specific period.

To run the Professional Referrals report:

  1. Select Reports > Practice Management > Referral Reports > Professional. The Output Options window is displayed.

  2. Select the output and click OK. The Professional Referral Report Setup window is displayed.

  3. In the Format section, type the number that corresponds to the report format you want.

  4. In the Dates section, cliick the drop-down arrows to select the starting and ending dates from a calendar.

  5. In the Doctors section, click the drop-down arrow to select the referring doctor, or leave 999 to report on all referring doctors.

  6. Click OK.

Additional Professional Referrals Report Information:

Sample Report