Intra Referrals Report

Description

This report shows any referrals from one Clinician/Provider to another within the same practice.

There are a couple of scenarios of when Intra Referrals may occur:

  • When a client has seen a Clinician/Provider (for example a Physio) and has then been referred to another Clinician/Provider within the same practice (for example a Podiatrist).
  • When a Clinician/Provider may want a second opinion from a colleague.

Running the Report

  • Go to Reports >> Reports and select Clinical from the Report Category list.
  • Then select Intra Referrals Report in the Report to Run list.
  • Set up the filters to select the data to be run for the report.
  • Click on Run Report to generate the report.

Filters

TYPE DESCRIPTION
For Vendor

This filter allows you to run the report for a specific Vendor.

From Clinician

This filter allows you to show the report data that was sent from a specific clinician.

To Clinician

This filter allows you to show the report data that was sent to a specific clinician.

Restrict To

This filter allows you to restrict the report data to the following conditions: Date Created, Date Referred, Date Acknowledged, Needs Acknowledgements and Needs Follow-Up.

Date Range

This filter allows you to select a date range for which to run the report.

Set Period to

This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).

The Generated Report

From within the report, you can click edit to open the Intra Referral details.