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Reports: Referral Analysis

This report analyzes referral count and production for a specific date range. It is based on completed procedures. Production numbers only include patients with referrals.

Note: To control user access to this report, see Report Setup - Security Permissions.

  1. In the main menu, click Reports, Standard.
  2. In the Lists section, click Referral Analysis.



  1. Select the information to include in the analysis.
    Providers: Highlight the Providers to include.
    Date: By default a period of one month based on today's date is selected. 
    - Click the right/left arrow to move back/forward one month.
    - Click This Month to populate the text boxes with the current month.
    - Or click in each text box to enter custom dates.
    Include address information: Check this box to include address information in the analysis. This is useful if exporting the results for letter merge.
    Run as landscape: Only shows when 'Include address information' is checked. This will print the report as landscape.
    Only include new patients: Check this box to only include new patients in the analysis.
  2. Click OK to generate the analysis.

 

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