Production from Referral Sources Report

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The Production from Referral Sources report calculates the production amounts for different referral sources by the referral date and the production date. 

Report Requirements

  • To capture the referral source, ensure the Referred By feature is used for each patient.

  • Production contains the total amounts of the patient invoices without discounts.

Run the Report

  1. Click the navigation menu > Management > Reports page

  2. Open Production from Referral Source report

    1. Referral Date: Select the referral period. The referral date is taken from the first seen date
      and
      Production Date: Select the date. This is based in the invoice date
    2. Location: Select the location or Any Location to base this report on, if applicable
    3. Select Providers from the list
    4. Tick box to include inactive providers
    5. Click OK

Report Details

 Referral Source

 The name of the referral source

 Referral Date 

 The date of the referral (is set by first seen date of the patient)

 Patient

 The Patient details

 Production $

 The amount that was invoiced in that period

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