Referral Detail & Summary Reports

Referral Detail; Referral Detail - By Referrer; Referral Summary; Referral Summary - By Referrer

Run a Referral Detail report to obtain a list of referral sources and the patients they have referred to your practice. You can choose to see just a summary of the data, or a detailed list of the patients referred.

Run This Report

1. Open the Report - ViewPoint main menu > Practice Reports > Referrer > Choose a Referral Detail or Referral Summary report.

   

   Referral Detail - This report provides you with the list of patients referred by each source in your Referrer table, sorted by the contract dollar amount.

   Referral Detail - By Referrer - This report provides you with the list of patients referred by each source in your Referrer table, sorted by the referrer's name.

   Referral Summary - This report provides you with a one-line summary of referrals made by each source in your Referrer table, sorted by contract dollar amount.

   Referral Summary - By Referrer - This report provides you with a one-line summary of referrals made by each source in your Referrer table, sorted by the referrer's name.

2. Output Options - After selecting the report settings, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

More Information

Start Date / Tx Fee columns - The Start Date column is the earliest contract start date for the patient; the Tx Fee column is the sum of all contracts for the patient. Proposed contracts are not included in this amount.

View Patients for a Referrer - You can open a record in your Referrer table, and click the View Referrals option to see the list of patients referred by this source. See "Referrer Records" for details.

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. In addition, the report header can optionally include the exact subgroup criteria used to generate the report, instead of just the subgroup description..