The Production from Referral Sources report calculates the production amounts for different referral sources by the referral date and the production date.
Report Requirements
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To capture the referral source, ensure the Referred By feature is used for each patient.
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Production contains the total amounts of the patient invoices without discounts.
Run the Report
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Click the navigation menu > Management > Reports page
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Open Production from Referral Source report
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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 - Location: Select the location or Any Location to base this report on, if applicable
- Select Providers from the list
- Tick box to include inactive providers
- Click OK
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Referral Date: Select the referral period. The referral date is taken from the first seen date
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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