Referral Analysis Report

This report analyzes referral count and production for a specific date range. 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.
  3. Providers: Highlight the providers to include.
  4. 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.
  5. Include address information: Check this box to include address information in the analysis. This is useful if exporting the results for letter merge.
  6. Run as landscape: Only shows when Include address information is checked. This will print the report as landscape.
  7. Only include new patients: Check this box to only include new patients in the analysis. This is based on date of first visit.
  8. Click OK to generate the analysis.

Below is a description of each column in the report.