Run a Referrals by Patient report to obtain a list of patients that have been referred to your office by other patients. The report indicates whether the referring patient was the primary referral source, or an additional referral source. You can run this report from the Reporting window, or directly from the Patient Information Panel.
Patient Folder
- Patient Information Panel > Referrals link. Open a patient folder and click the Referrals link from the Patient Information Panel to launch the Referrals by Patient report for that patient.
Home Ribbon Bar - 
Reporting > Patient > Referrals by Patient > Run. (You can also search for the report you want to work with.)
You might also be able to run this report or form from your Recent Reports or Quick Reports list.
Patient - Select the patient for whom you want to run the report. If you initiated the report from the Patient Information Panel, the patient is selected automatically. (See "Patient Information Panel" for details.)
View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the 
Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.
Use Arrows to Re-sort Report - Click the up / down arrow to the right of a column heading to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again.
Open Patient Folder - While viewing the report, you can click a patient name that appears on the report to open that patient folder.
Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.
Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.
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