Referral Report

Run a Referral report to obtain a list of referral sources and the patients they have referred to your practice. You can run the report for any range of dates or time periods, and choose to see just a summary of the data, or a detailed list of the patients referred within your time period. You can optionally group the referrers by practice name.

Run This Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Patient > Referral Report > Run. (You can also use the Search field to find 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. See "Run Reports" for details.

   

2. Report Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

   Report Type - Select the details you wish to include on the report.

   Summary - Single Date Range - Choose this report type to review the referral statistics for a specific date range, sorted by referral source. The report includes the number of patients referred and started, the percentage of starts, and the total and average treatment fees for each referral source. No patient details are included in this report.

   Summary - Dual Date Range - This report is the same as the Single Date Range report, except that it provides a way to compare referral statistics for two sets of dates, and includes the percentage of change between the dates. You might use this report, for example, to compare referrals for this year to the referrals a year ago.

   Detail - Choose this report type to review the patients referred by each referral source during a specific date range. The report is sorted by referral source, and includes the name & id, referral & start dates, status, and treatment fee amount of each patient referred.

   Referral Type - Select whether to include Professional, Patient and/or Other referral sources in the report.

   Filter By - Choose which type of data to use when determining which patients should be included in the report. You may select: 1) The patient's Entry Date (found on the Milestones panel of the patient folder); 2) The Start Date of the patient's current treatment phase (found on the Findings page of the patient folder); 3) The exam date (the date the patient kept an appointment with the procedure type (not procedure description) of "exam", or; 4) The Referral Date (found on the Patient Information Panel).

   Start / End Dates - Choose the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. You can also enable a Smart Date option to automatically calculate the dates for you. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.

   Dual Date Report - If you selected to run the Dual Date Range report, the report settings will include two sets of dates.

   Group By Practice - Enable this option to group referrers with the same practice name, as listed in your Professionals editor. The report will include a summary of the entire practice's referral statistics. If this option is disabled, the report will be sorted by referrer name, regardless of any practice affiliation.

   Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

   Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for all orthodontists in your practice.

3. Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Subgroup Editor" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

4. 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 continue with the printing options.

5. 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 "Use Report Results" for details.

More Information

Report Column Calculations - The report uses these dates to calculate the data: 1) The Referral Date, found on the Patient Information Panel; 2) The Start Date of the patient's current treatment phase (found on the Findings page of the patient folder); and 3) The Exam Date (the date the patient kept an appointment with the Type (not descriptoin or code) of "Exam".

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.

Use Arrows to Re-sort Report - While viewing the report on your screen, use 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.

Referral Widget Option - Use your Referrals widget to see up-to-date trends among your referral sources. You can view referrals for any range of dates or time periods, include only certain types of referrals, narrow the list by orthodontist or office, and sort the results by a number of data types. See "Referrals Widget" for details.

View Referrals for a Professional - The Referrals panel of your Professional page lists the patients referred by that person. See "Professional Records" for details.