How Do I View all of My Outbound Referrals Within a Given Time Period

Referrals Out is a report that is used to track the amount of outbound 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.

Once you are within the report screen click on the Referrals Outbound button.

Once you have entered the Referrals Out 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 out of your practice within the time period selected. 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.

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