How do I view all of my inbound referrals within a given time period?
Referrals In is a report that is used to track the amount of inbound referrals that have occurred within a given time period.
To access this report click on the SFD button in the top left hand corner of the screen then select Reports from the menu (shown below).
Once you are within the report screen click on the Referrals In button (shown below).
Once you have entered the Referrals In report screen click on Report in the top left hand corner of the screen.
You will then be presented with the Select Dates window.
Select your date then click OK.
From the report generated you will see a list of the patients that have been referred to your practice within the time period selected. The report also shows any assessment, treatment and discharge dates that have been entered. You can also see whether the referral was urgent or routine. If it was urgent there will be the ambulance icon on that particular referral.
At the top of the screen you can view the total amount of referrals.
You can also filter your report by using the dropdown lists at the top of the screen. The status and overdue dropdown list are especially useful to can prioritise urgent cases and also target any patients that may be overdue for their assessment or treatment.
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