Referral Tracking Report

Note: You must apply at least one type of date filter.

1. Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library.
2. Click the Clinicals tab.
3. Click run next to Referral Tracking Report in the Standard Reports section of the tab.
   The Run Report: Referral Tracking Report page appears.
4. Created Date — To display referrals created within a specific time frame, enter the start and end dates for the referrals that you want to include in the report, or select a date range from the menu.
5. Scheduled Date or Date of Service — To display referrals that are internal or outgoing and have a manually documented date of service or referrals that are internal and have an automatically detected appointment date matching the specified range, enter the start and end dates for the referrals that you want to include in the report, or select a date range from the menu.
6. Department — To report on referrals associated with specific departments only, click Selected and then select the departments from the list.
7. Show Patient Name, DOB, and Phone Number — Check this box to include this information in the report.
8. Referral Type — To report on specific types of referrals, click Selected and then select the referral types to include from the list.
   • Internal — Select this option to include consult orders sent within the practice and any related admin-referral documents.
   • Outgoing — Select this option to include consult orders sent outside the practice.
   • Incoming — Select this option to include consult orders received from outside the practice as admin-referral documents.
9. Report Format — Select the format for your report results.
• HTML table — Display the report results on your screen.
• Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format.
• Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.
10. Report Options — Select report options.
• Suppress Column Headings — Select this option to remove column headings from the report results.
• Suppress Report Name — Select this option to remove the report name from the report results.
• Show Filter Criteria — Select this option to include your selected filter criteria in the report results.
• Run Offline (will appear in your Report Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.
11. Click Run Report.
    In the report results, you can click any column heading to sort the table by that column.

This is not a full list, but the information in this report can be categorized as follows:

• Referral type and status
• Document information for the relevant order
• Patient information, like name, date of birth, ID, and contact information, and insurance information
• Scheduling dates for the referral
• Diagnosis information related to the referral
• Sending provider/practice information
• Receiving provider/practice information
• Order creation, submittal, and approval dates
• Service information and dates
• Follow-up information