What is a Referral?

Reports > Patient > Patient Referral

This report allows users to view a compilation all of the referral information related to their practice.

Follow the workflow above to land on the ‘Patient Referral’ screen. Users have the following search options available:

  • Search for referred patients within a specific date range.
  • Search for ‘Referring Patient’ and ‘Referred Patient’ by entering personal identification information.
Patient Referral

The ‘Print’ button generates a compiled list of Patient Referrals for the user’s practice.

Patient Referral Report