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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.

  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.
    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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