What is a Referral?
Reports > Miscellaneous > Referral
This report allows the user to track Incoming and Outgoing Referrals for a Practice.
From the ”Miscellaneous” tab select ‘Referrals’. Enter in information about the referral, such as the Referring Provider or the Current Provider or the Referral Type, in order to search for a specific referral. User can also use the ‘From/To’ box to identify a date range within which user would like to search for referrals.
The search can also be filtered by using the ‘Status’ field.
Click on ‘Print’ to generate a report summarizing the referrals.
It is separated into two groups:
- Incoming Referrals
- Outgoing Referrals
- Information about the referral such as patient name, status, referred by, expiration date, visits, charges, and payments are detailed.
User can also generate a referral summary report by checking the ‘Summary Report’ checkbox and clicking on ‘Print’.
