View Referral Source Report Parameters screen.

Referral Listing Report
The last two buttons on the Referral Source Report Parameters screen are Referral/Patient Listing and Patient To Patient Listing. When these buttons are not selected the Referral Listing Report is the one that will print. This report will list the qualified referral sources.  The column headings on the report are:

• Referral Source
• Referral Category
• Specialty (if any)
• Number of Patients Referred
• $Production (dollars of production for this source)
• Last Referral Date

Referral/Patient Listing Report
Click the Referral/Patient Listing button on the Referral Source Report Parameters screen to print the Referral/Patient Listing report. This report will list the referral sources, and under each referral source will be listed the patients that source had referred. The report will show the First Visit Date of each patient along with the dollars of production for each patient. The total dollars of production for each referral source is also shown.

Patient To Patient Listing
The Patient To Patient Listing Report will access the special referral source called "..Patient." This is used when one patient refers another. The report has the same format as the Referral/Patient Listing described above. The only exception is that the "Referral Source" column is called "Referring Patient." The Referring Patient is listed, and below that patient are all the patients referred by that person.

Patient Progress Report
The purpose of the Patient Progress Report is to give the referring doctor a progress report for the patients that he or she referred to you. It is therefore designed for the specialist. The report is accessed via the Reports menu. The first screen to appear is the Patient Progress Report Parameters screen. After selecting the options you want, you will press the Continue (thumbs up) button. The Patient Progress Pause And Review screen will then display. You may step through all the qualified patients using the navigation buttons at the bottom left corner of the screen. As you review the patients, if there are any you prefer not to print, click on the Skip This Patient button. If there are any comments you would like to appear on the report, enter those comments in the comment section provided. When you are ready to print, click on the Print or Print Preview button.