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Efficiency of Referral Sources (Financial Results)

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Centaur Software

In this article you will find the following:

    This report generates a list of the financial results for a selected period of time based on referral details.

    A referral source must be linked to the patient for the report to generate the correct statistics.

    Run the Report

    1. Click the navigation menu > Management > Reports page

    2. Open Efficiency of Referral Sources (Financial Results) report

      1. Date: Select the period to base this report on

      2. Location: Select the location or <All> to base this report on, if applicable

      3. Providers: Select the Provider(s) to include in the report

      4. Show inactive providers as well: Tick to include inactive Providers

      5. Click OK
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    Report Details

    Amounts will only be shown on this report when payment has been received. No outstanding invoice amounts will be calculated.
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     Financial Results, $ 

     The amount generated from the referral source

     Share in income, % 

     The % of the overall practice income received 

     

    Links:

    Add New Referrals

    Link Referral Details to a Patient - how did you hear about us?

     

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