Referral Analysis Report Instructions

Use the Referral Analysis Report Instructions to determine the sources that are generating new patients for your practice and the dollar amount being generated.  This report provides the tool to decide how to allocate advertising or marketing funds in the future to attract new patients to your practice.  This report can provide a count of the number of patients or the total dollar amount of services generated by the referral source.  You can report on the referrals for a specific range of dates.  You can run the report at any time.

Tips:

• The report information comes from two files - the Patient file or the live service date file (GMGUAR and GMSDTE respectively).  If you select to report the number of patients referred, the report information is drawn from the GMGUAR file.  If you select to report the total service dollars generated, the report information is drawn from the GMSDTE file.  

• If you free-type a referral repeatedly in Patient Entry or Charge Entry, INSight can track and report the appropriate patient count or dollars generated.

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Referral Analysis Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Management Reports.

  3.  Click Referral Analysis Report.

   

  Referral Analysis Report Instructions Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Referral Analysis Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Report Selection	To select the type of report, click a choice in the drop-down list. Report Selections: A - Count of Patient Referrals - Reports the number of patients referred.  The report information is drawn from the GMGUAR file. B - Total Service $ Generated - Reports the total service dollars generated.  The report information is drawn from the GMSDTE file.   C - $ Generated by Patients D - $ Generated by Procedure
  Account
  From	To limit the report to a range of accounts, enter the beginning patient account number in the account range. (6.0 numeric) Tips: To include all accounts, please leave blank. Or, to search for the appropriate patient account number, click Search . Keyboard shortcut:  [CTRL + f]. This field is only active if you choose Report Selection A.
  Thru	To limit the report to a range of accounts, enter the ending patient account number in the range. (6.0 numeric) Tips:   To include all accounts, please leave blank. Or, to search for the appropriate patient account number, click Search . Keyboard shortcut:  [CTRL + f]. This field is only active, if you choose Report Selection A.
  Service Date
  From	To limit the report to a specific service date time period, enter the beginning service date in the range. (mm/dd/ccyy) Tips:   To include all service dates, please leave blank. This field is only active, if you choose Report Selection B.
  Thru	To limit the report to a specific service date time period, enter the ending service date in the range. (mm/dd/ccyy) Tip:  To include all service dates, please leave blank.
  Location
  From	To limit the report to a range of locations, enter the beginning location in the range.  (up to 4 characters) Tips: To include all locations, please leave blank. To search for the appropriate location code, click Search . Keyboard shortcut:  [CTRL + f].
  Thru	To limit the report to a range of locations, enter the ending location in the range. (up to 4 characters) Tips: To include all locations, please leave blank. To search for the appropriate location code, click Search . Keyboard shortcut:  [CTRL + f].
  Referral
  From	To limit the report to a range of referral sources, enter the beginning referral source in the range. (up to 4 characters) Tips: To include all referral sources, please leave blank. To search for the appropriate referral source, click Search . Keyboard shortcut:  [CTRL + f].
  Thru	To limit the report to a range of referral source, enter the ending referral source in the range. (up to 4 characters) Tips: To include all referral sources, please leave blank. To search for the appropriate referral source, click Search . Keyboard shortcut:  [CTRL + f].
  Provider
  From	To limit the report to a range of providers, enter the beginning provider in the range.  (up to 4 characters) Tips: To include all providers, please leave blank. To search for the appropriate provider code, click Search . Keyboard shortcut:  [CTRL + f].
  Thru	To limit the report to a range of providers, enter the ending provider in the range. (up to 4 characters) Tips: To include all providers, please leave blank. To search for the appropriate provider code, click Search . Keyboard shortcut:  [CTRL + f].
  Type of Service
  From	To limit the report to a range of service types, enter the beginning type of service in the range.  (2.0 numeric) Tips: To include all service types, please leave blank. To search for the appropriate type of service code, click Search . Keyboard shortcut:  [CTRL + f].
  Thru	To limit the report to a range of service types, enter the ending type of service in the range. (up to 4 characters) Tips: To include all service types, please leave blank. To search for the appropriate type of service code, click Search . Keyboard shortcut:  [CTRL + f].
  Procedure
  From	To limit the report to a range of procedures, enter the beginning procedure in the range.  (up to 9 characters) Tips: To include all procedures, please leave blank. To search for the appropriate procedure code, click Search . Keyboard shortcut:  [CTRL + f].
  Thru	To limit the report to a range of procedures, enter the ending procedure in the range. (up to 9 characters) Tips: To include all procedures, please leave blank. To search for the appropriate procedure code, click Search . Keyboard shortcut:  [CTRL + f].
  Specialty
  From	To limit the report to a range of referral specialties, enter the beginning specialty in the range.  (up to 3 characters) Tips: To include all specialties, please leave blank. To search for the appropriate referral specialty code, click Search . Keyboard shortcut:  [CTRL + f].
  Thru	To limit the report to a range of referral specialties, enter the ending specialty in the range. (up to 3 characters) Tips: To include all referral specialties, please leave blank. To search for the appropriate referral specialty code, click Search . Keyboard shortcut:  [CTRL + f].
  Sort By:	To specify the sort criteria for the report, click a choice. Sort By: Referral Source Abbrev. Referral Source Code Specialty
  	Displays the default printer number.  For more information, see Printing Options.
  	To begin printing to the Windows® default printer, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Referral Analysis Report Sample.