New Patients by Referral Report
Use this report to identify how new patients heard about the practice or about a particular Provider.
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The Include Details report option adds this information:
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Names of referred new patients per referee
Each new patient's Payor / Band
Sample - option to Include Details
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Sample - option to not Include Details
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To Run the 'New Patients by Referral' Report
Either
Select Administration > Reports and select New Patients by Referral,
- or -
Select the New Patients by Referral report from the Reports desktop:
This will open the Print New Patients by Referral window:
Provider options:
To generate a report for the entire practice, leave the Provider(s) field blank.
NOTE: This is the only way to include in the report those patients who have no “owning” Provider.
To generate a report for an individual Provider choose the Provider with the selector button.
To generate a report for multiple Providers, click the Multiple button and choose the combination of Providers.
Use the From and To date fields to define the date range for the report.The Include Details check box defines the level of detail for the report.
If this is not checked the report will show:
Referee's Name
Phone Numbers (Home and Work - if available)
Count of the numbers of patients referred per referee
Total count of referred patients
If this is checked the report will show all of the above plus the following:
List of all patients referred by each referee with the following details of those patients:
Patient Name
Patient Payor (if available) and Payor Band (if available)
Click Print to send the report to the printer, Preview to preview on screen (and then to optionally print from the Preview screen), Email to email a copy of the report to an email recipient, Export to export the report, or Cancel to return to the previous screen.
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