Referral Source - Conditions

Description

This report shows referral sources for clients where a condition has been linked to the first appointment within the specified date range and with the option to group the data by site.

This Report can show detailed data or a summary format for all or selected sites.

Running the Report

Go to Reports >> Reports and select Quality from the Report Category list.
Then select Referral Source - Conditions 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.
For Site	This filter allows you to run the report for a specific Site.
For Clinician	This filter allows you to run the report for a specific Clinician/Provider.
Group By	This filter allows you to group the report data by site or clinician. Please note that this filter will change how the totals are displayed.
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.).
Show Detailed Report	This filter allows you to specify whether each referral source should be detailed in the report with its associated appointments.

The Generated Report

From within the report, you can click edit to open the Client Condition details.

Detailed Report:

Summary Report: