Referrals Analysis Report

The Referrals Analysis report provides a snapshot of referrals from the past year. It shows the number of patients referred in as well as income generated from the referrals.

1. Go to Reports > Referrals Analysis.
2. The available filters are:
   1. Date: This will default to today, but you can enter any date to see referrals for 12 months up to the date you enter.
   2. Analyze by: Options are Analyze by Referral Date, Analyze by Treatment Start Date, and Analyze by Patient First Seen Date.
   3. Orthodontist
   4. Office
3. Once you have set your filters, click Run Report.

• The left column displays the individuals who have referred patients to your practice. These individuals could be current or past patients, or they could be doctors. The number directly to the right of each name is the number of patients they have referred to you in the 12 months during the reporting period.
• The dollar amount to the right of the number of referrals is the production generated from the referrals in the 12 months during the reporting period.
• If there is no money associated with a referral, it may mean they are scheduled for an exam and have not yet activated a contract.
• Scroll to the right to see the number of referrals and production generated for each referrer by month.
• To bring the largest numbers to the top of the report, click the # or the date headings. This is an easy way to identify your top referrers for a time period!