frequently asked questions

How Do I View my Outbound Referrals in a Given Time Period

The Referrals Out report is designed to view any outward referrals made in a particular time period.

To access this report click on the SFD button in the top left hand corner of the screen then click on Reports from the menu (shown below).

Now click on the Referrals Out button, within the Referrals section of the reporting screen.

You will now be presented with the Select Dates window.

Select your desired date range for your report then click OK.

The reports opens in the Patients tab, this simply lists patients that have had an outbound referral. The report shows the date of referral and the referral practice.

You can filter your report down by performer and scheme by using the dropdown lists at the top of the screen.

The second tab is the Totals tab. This simply shows the total amount of referrals to each referral practice.