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To Run the 'Top Referral Sources By Receipts' Report
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Go to Administration -> Reports and select ‘Top Referral Sources By
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Receipts’:
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Leaving the Provider(s) field empty will print a
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‘Top Referral Sources By
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Receipts’ report for the entire practice; however an individual provider can be selected from the list by using the List button.
Clicking the Multiple button will allow printing for a combination of Providers.
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The
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‘From’ and ‘To’ date fields are used to define the date range for the report.
The
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‘No. to
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Find’ field will default to 20 however it can be changed to find the top ‘x’ number of Referral Sources, with all patients referred over that time.
The check box beside
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‘Include Details’ defines the level of detail for the report. If this is ticked the report will show:
Patients referred by each source
Total amount receipted and invoiced to each patient.
If the check box is not ticked the report will print a summary of the numbers referred and total transactions, for each Referral Source.
Click
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‘Print’ to send the report to the printer,
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‘Preview’ to preview on screen and then print from the ‘Preview’ screen, or ‘Cancel’ to return to the previous screen.
The example below shows a ‘Top Referral Sources by Receipts’ report for the entire practice for a period of time, with the show detail option selected.The next example shows a ‘Top Referral Sources by Receipts’ report for the entire practice for a period of time, without the "Include Details" option selected.
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