Referral Patient Report


Referral Patient


The Referral Patient Report displays patients’ names and who they referred to the clinic in the date range selected.

This is a very helpful report if you like to acknowledge patients that refer others to the clinic.

You can create mailing labels for patients generated on this report.


For this report to be accurate, you must go to the New Patients file >> Patient info tab >> Edit >> Go down to the very last Source option on the right >> press the Select button >> find the Referring Patient in the rolodex >> Select Open and Save the Patient info screen.





To run the Report


Under Reports

Referral Patient


Select Date Range you would like to run the report. Options are Range of Days, Day, Week, Month, Quarter and Year


Select to Sort by Number of patients referred or by estimated income



Sample Report:

You will see the filters selected at the top of the report, Referring Patients name in bold and the name, phone, address, new patient date, estimated income (to date), subtotals and the total number of patients referred by that patient.

You will also see a bar graph at the bottom of the report. This is a visual tool to see patients that referred the most patients.




Mailing Labels:


You can create mailing labels for the referral or referral source by selecting the appropriate option to the bottom right of the report.


Referral= Patients being referred to the clinic

Referral Source= Patient that referred the new patients to the clinic



To Download/Print a Report

All reports will display a tool bar at the top of the page when generated.

You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word. 



Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk through.


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