Referring Physician Summary
The Referring Physician Summary report will list each referring physician and provide information related to that physician.
- Click on the Reports menu option and select Referring Physician Summary.
- Select the desired search criteria and click Search. The Referring Physician can also be linked to a Medical Group, which groups referring physicians for reporting reasons.
- The results will list each Referring Physician that meets the criteria. The report lists the physician demographic information as well as the number of New Patients, Visits, and Charges.
- Click on the last name of a physician to view the patient detail log.
- The patient detail log displays the Patient ID, Patient Name, if they are a New Patient, the Insurance Class, the number of Charges, Payments, and Adjustments.
- Click the Patient ID to open the patents homepage.
- Print or Export any of these pages for further review if desired.