Generating the Referral Source Tracking Report

The Referral Source Tracking Report prints a list of either patients or outside providers who referred new patients to your practice during a specified month and year.

  • For patient referrals, the report prints the first and last names of each referring patient, along with their date of birth, age, gender, phone number, address, and email; name(s) of patients referred by each patient; and the total number of patients that each patient referred.
  • For professional referrals (outside providers), the report prints the first and last name of each provider, their phone numbers and addresses, name(s) of patients referred by each provider, and the total number of patients that each provider referred

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Marketing Reports.
  3. Click Referral Source Tracking Report.

  4. Enter the Month & Year or click the Calendar button to select the date.

  5. Select the Referral Type.
    • Select Referring Patient to print a list of existing patients who referred new patients to your practice.
    • Select Referring Professional to print a list of outside providers who referred patients to your practice.
  6. Select one or more Office(s) to which patients were referred.
  7. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.