Managing Your Practice > Tracking Referrals > Using Referral Rankings and Ratings

Creating Referral Ranking Results

To see a sample report, click here.

To create referral ranking results:

1. Select Reports> Referral > Rankings & Ratings. The Compute Referral Ranking window is displayed.

2. Set a value for the following categories:

• New Patient Count

• Charge Amounts

• Payment Amounts

• Adjustment Amounts

The assigned value determines the relative importance of a category. For example, if each category is assigned the same value, each category is equal in the ranking calculation. The total of all ranking values must equal 100.

3. Select the Office and Provider for which you want to compute referral rankings.

4. Select one of the following date options:

• All Dates

• Date RangeEnter a range of dates.

5. To include only referrals that are currently active, select Active Referrals Only.

6. To include referrals that have no financial activity, select Include $0.00 Amount Referrals.

7. To generate the results, click Process. The Referral Ranking Results window is displayed with the results calculated according to your criteria.

8. To change the name of the results, enter text in the Description field.

9. To access detailed information about referrals and additional options, right-click the name of a referral in the Referral Name column. The following options are available:

• Filter

• Remove Filter

• Select All For Merging

• Select None For Merging

• Save

• Delete

• Merge

• Print

• View Details

10. Click Save.

• If the results are not saved, they are not displayed in the individual referral’s Ranking & Rating History window. See Displaying the Rating History of a Referral.

11. Click Exit.