Reports : Revenue by Referrals

  • Updated

This report displays revenue made from referral sources.
Utilize it to gather product and service sale details on your top referrals.


where-sm.pngWhere is it?

Start by navigating to Invoice-Icon.png Reports.

Under the Statistics heading, select Revenue by Referrals.


Revenue_by_Referrals_Location.jpg



complete-sm.pngEnter in the details

Complete the Report Parameters in the available fields.


Revenue_by_Referral_Report_Parameter.jpg

Click here for more about what each field represents.

Clinic

Select a clinic or all clinics to filter results

Start/End Date
Enter the date range for the report.

Referral Types


Select which of your Referral Types you would like to run this report on. Patient Profile > General Tab > Referral Type

 


 

 

sample-sm.pngExcel Report Sample:

Click on the image to view a larger sample of the Excel outputs.


Summary Tab:

Revenue_by_Referral_Report_Example.jpg


Columns & Calculations

Click here for more about what each field represents.
  • Referral Source
    This is the referral type selected in the Patient Profile > General Tab

  • Patients Referred by Date
    This is the total amount of referred patients within the report's date range.
    Date's are entered in the patient profile's referral date field. If the field is empty, the report will revert to the patient's profile's creation date.

  • Total Patients Referred
    This is an all-time total patients that were referred by the referral type

  • Revenue by Date
    This is the total amount invoiced within the report's date range for the referral type.

  • Revenue Totals
    This is an all-time total of the amount invoiced for the referral type.

 

 

Detailed Tab:

Revenue_by_Referral_Report_Example_B.jpg


Columns & Calculations

Click here for more about what each field represents.
  • Referral Source
    This is the referral type selected in the Patient Profile > General Tab

  • Referral Date
    This is the date entered in the Patient Profile > General Tab > Referral Date field.
    * If this field is empty, the report will revert to the patient's profile's creation date.

  • Patient Name
    This is the patient's full name as listed in their Patient Profile

  • Patient Group
    This is the patient's assigned group as listed in their Patient Profile

  • General Practitioner
    This is the patient's General Practitioner as listed in their Patient Profile
  • Revenue per Date Range
    This is the total amount invoiced within the report's date range for the patient.

  • Revenue Totals
    This is an all-time total of the amount invoiced per patient since being referred.

 

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