Referrals Reports

Genie recognises how important it is to know which providers send you the most referrals. This may help with reciprocal referrals, running a Promotional Campaign, or simply being able to show them your appreciation at Christmas time. Genie makes it easy to keep track of this with the Referrals Reports under File > Maintenance & Reports > Practice Analysis.

Before you begin

When building the referrals reports, Genie will look at the referral information listed in your patient demographics. As such, it is important that referrals for your patients are recorded accurately so to ensure the reliability of your referrals reports.

Expand Article

Collapse Article

Running the reports

When selecting each type of Referral Report, you will be prompted with a settings window, which will allow you to set a date range for the report, as well whether the report is for a single provider or all providers in the practice. Genie will then present you with your report.

Referral Report

To run the Referral Report, simply select the Referrals Report icon under the Practice Analysis tab of Maintenance and Reports. Once you have set the appropriate settings, select OK. The below window will then appear, displaying the referrals for the date range:

Referral Value Report

The Referral Value report looks at the monetary value of your received referrals and can be accessed by Alt + clicking the Referrals Report button. Once you have set the appropriate settings you will be presented with the below window:

Referral Source Report

The Referral Source Report shows you the patients who have a referral source listed in their demographics and have been invoiced in the selected time period. While a patient will only be counted in the Patient column once, the total fees will reflect the combined invoice total for that patient for the given period. This report can be accessed by Shift + clicking on the Referrals Report button. Like the other reports you will first be prompted with the settings window. Upon clicking OK the below will appear:

The buttons

Depending on the report you run, you will have the option to utilise some of the below buttons:

	Will open the list of patients that the highlighted provider(s) has referred in the Patient List.
	Will open the Address Book window, which will display the highlighted referrer(s) in the list.
	Will search for initial consultation items, so that renewed referrals are excluded from the report. This will refresh the referral report window and display only the referrals that led to an initial consult item being billed.
	Will show you a graph of the referrals received from the highlighted referrer(s) by month.
	Will export the report data to an Excel spreadsheet.
	Will print the report as it appears on screen.