Report tracking referrals from one surgeon

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  • Updated 5 years ago
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This may have been asked before, but is it possible to create a report that tracks referrals from one source only (ie one surgeon or one GP)??
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Geelong Hand Therapy

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Posted 5 years ago

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Andrew, Community Manager

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The Patient Referrals report from the Reports menu is designed for tracking referrals, whether they are placed within the Additional, Billing Details, or Notes tab of a patients file.

The first three filters all refer to the Notes tab of a patient's file, and whether you have checked Professional or not for the referral.
  • Professional & non-professional
  • Professional only
  • Non-professional only
'Referring Doctors' will report on referrals added to the Billing Details tab, while 'Patient GP' will report on referrals added to the Additional tab.
These reports can't be generated for a single practitioner only, but they can be exported to Excel if you would like to manipulate the data further to get the results you need. 

For 'patient to patient' referrals within the Notes tab, you can view the referrals made by a particular patient (or company file) by clicking the Referrals button.