These referral reports are available:
Dollar/Count—Lists your referral sources, rankings and ratings, patient count, and financial statistics.
Referral Action—Lists referring doctors or their staff members based on recall date, last activity date, last gift date, or last referral date.
Referral Demographic—Lists referral sources based on demographic criteria, such as birth month or personal or professional interests.
Procedure Trend Analysis—Lists procedures being referred. This report can be run for one referral source or all sources, and displays year-to-date charges by procedure category for both the current year and the previous year.
Zip Code Analysis—Lists the amount of patients and the revenue generated from each zip code.
Ratings and Rankings—Enables you to view and compare referrals in terms of numbers and revenue.
To run any of these referral reports, select Reports > Referral, and select from the menu.
Setting Up Referral Information
Working with Referral Categories