Printing Referral Dollar/Count Reports

The Referral Dollar/Count report lists your referral sources, rankings and ratings, patient count, and financial statistics. You can use the report to compare these numbers to previous periods or the same period of the previous year.

To see a sample report, click here.

To print the Referral Dollar/Count report:

Select Reports > Referral > Dollar/Count. The Report Criteria fields are displayed.
Select a Reporting Period you want to see displayed on the report and enter the ending date for the posting period.
If you want to see a comparison to previous periods, select an option in the Compare To section.
The Same Period, Previous Year option is activated when you select Month or Quarter in the Reporting Period section.

Select the Service Office for which you want to see report data displayed.
Select the Provider for which you want to see data displayed on the report.
In the Minimum Charge Amount and Minimum New Patient Count fields, enter information for the referred doctor.
Select how you want to group the information by choosing the options in the Group By section.
Select how you want to sort the report by selecting one of the options in the Sort By section.
Click Generate Report.