Efficiency of Referral Sources (Financial Results)


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

Report Details

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

 Financial Results, $ 

 The amount generated from the referral source

 Share in income, % 

 The % of the overall practice income received 



Add New Referrals

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


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