This report displays revenue made from referral sources.
Utilize it to gather product and service sale details on your top referrals.
Where is it?
Start by navigating to Reports.
Under the Statistics heading, select Revenue by Referrals.
Enter in the details
Complete the Report Parameters in the available fields.
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 |
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Excel Report Sample:
Click on the image to view a larger sample of the Excel outputs.
Summary Tab:
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:
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.