Patients' referrals from outside sources can be viewed by creating a custom report.
Instructions
- Access Reports > Patients > Patient Search.
- Click the + icon.
- Select Add Report.
- In the Query Builder, complete the following:
- Input a report name.
- In the Access Roles dropdown menu, uncheck the roles you do not want to have access to this report.
- Drag and drop the following to the Search Criteria grid:
- Referred By > Referred By Date. Note: Select the preferred option within the Operator dropdown menu that displays and select a Comparison Value(s) date.
- Drag and drop the following to the Result Fields grid:
- Patient > Patient #.
- Referred By > Referred By Date.
- Referred By > Referred By Type.
- Referred By > Referred By Patient > Referred By Patient Last Name.
- Referred By > Referred By Patient > Referred By Patient First Name.
- Referred By > Referred By Provider > Referred By Provider Last Name.
- Referred By > Referred By Provider > Referred By Provider First Name.
- Referred By > Referred By Other > Referred By Source.
- Drag and Drop the following to the Sort Fields grid:
- Referred By > Referred By Type.
- See Example
- Click 'Save.'