This report analyzes the incoming referral count and production for a specific date range

In Standard Reports, in the Lists section, click Referral Analysis.

Patients must have a Referred From entered in the Family Module to be included in the report. See Referrals

To control user access to this report, see Report Setup: Security Permissions.

Report Filters

Providers: Select the providers to include. Ctrl + click to select multiple providers. Select All to include all listed providers.

Date Range: Type the date range to run the report for in the From/To boxes or uses the buttons to set the date. Applies to patients with procedures set complete in the date range.

• Arrows: Click to move back or forward one month from the currently entered date.
• This Month: Click to populate the text boxes with the current month.

Include address information: Check to include additional columns with referrer's address information in the report.

Run as landscape: Only shows when Include address information is checked. Prints the report in landscape.

Only include new patients: Check this box to only include new patients in the analysis. Patients will appear on the report if they had their first procedure completed by a selected provider in the date range. This may differ from the New Patients Report.

Report Preview

After setting report criteria, click OK to launch a print preview of the report results. Below is an example of the report and explanation of the report columns.

For a description of toolbar buttons, see Complex Report System.

• Last Name: Last name of the referrer. See Referral List.
• First Name: First name of the referrer.
• Count: Number of patients referred by the referrer using the selected criteria (i.e., with completed procedures by the selected providers).
• Production: Total gross production in the date range for selected providers from referred patients.
• The following columns will appear when Include address information is checked in the Report Filters window:
  • Title: Referrer's title (e.g., DDS). Set in Edit Referral window. See Referral List.
  • Address, Add2, City, State, Zip: Referrer's address information. Set in Edit Referral window.
  • Specialty: Referrer's specialty. Set in Edit Referral window.