Referral Analysis Report
This report analyzes the incoming referral count and production for a specific date range
In Standard Reports, in the Lists section, click Referral Analysis.
To control user access to this report, see Report Setup: Security Permissions.
Providers: Select the providers to include. Ctrl + click to select multiple providers. Select All to include all listed providers.
Date Range: Type the date range to run the report for in the From/To boxes or uses the buttons to set the date. Applies to patients with procedures set complete in the date range.
Include address information: Check to include additional columns with referrer's address information in the report.
Run as landscape: Only shows when Include address information is checked. Prints the report in landscape.
Only include new patients: Check this box to only include new patients in the analysis. Patients will appear on the report if they had their first procedure completed by a selected provider in the date range. This may differ from the New Patients Report.
After setting report criteria, click OK to launch a print preview of the report results. Below is an example of the report and explanation of the report columns.
For a description of toolbar buttons, see Complex Report System.