tracking and reporting on non-GP referral sources

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  • Updated 3 years ago
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Hi

I was wondering how everyone tracks where their clients come from, ie: where they were recommended from, was it the location, other print advertising etc??

Then, what report to summarise? thanks.

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NewPsych Reception

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Posted 3 years ago

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Steven, Business Care

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Hi Tonia
As traditionally the biggest referrers were other patients, to track a referrer you need to setup a patient file representing the referrer (think of the patient file as just a file). Let’s say we wanted to track how many patients are referred from our website, we can setup a file called “Website”. You can use the blue arrow button next to the patient’s name to indicate that they are an entity (removes preferred and last name fields).



When a patient indicates they heard about you from this referrer, go to the Notes tab on the referred patient’s file and click the button at the end of referral 1 or 2 to search for the referrer, in this case it is “Website”. Note that you can have up to 2 referrers that you want to track per patient and that you need to record the date of the referral and whether the referral is a professional referrer, such as from a medical professional, so this can be tracked separately. 



Now that you have indciated your referral source, you can see how many patients have been referred by this source and the income generated by going into the Notes tab of the referrer file, in this case “Website” and selecting Referrals.



Further, Front Desk allows you to run a report to show a breakdown of your referral sources by going to Reports, Patient Referrals.



Use the filters present to select date range and criteria you are interested in and you can have a detailed look through your referrers and campaigns.

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Steven, Business Care

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Hi Tonia
Just some additional information, if you are using the Billing Details tab to record referring doctor details, you can also use the Patient Referrals report and filter it by Referring Doctors, this will avoid also having to add referring doctors that you have added onto the Billing Details tab as referrers into the Notes tab.