A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.
A database of Referring Physicians may be entered into the system to track Providers that refer Patients to your Practice. The Referring Physicians report displays the Referring Providers entered for a given date range. NOTE: Referring Physicians MUST be added to the Referring Providers management tool to report on them. The system is not able to report on the names of Referring Physicians that were added via free text.
1. From the Data Mining section, hover over Census and click Referring Physicians.
2. Set the Search Criteria and click RUN REPORT.
· Use the CENSUS or ROUNDER drop-down menus to select a specific Census and/or Rounder.
· Use the START DATE and END DATE pickers to select the date range you wish you view.
· Use the SORT BY drop-down menu to sort the results by Patient, Location, or Rounder.
· Use the PHYSICIAN field to enter the name of the Provider you wish to report on. NOTE: This field is an auto-complete field. Start typing the name of the Provider and click the appropriate selection.
3. To print or download the report, click PRINT/DOWNLOAD.
4. Click PRINT or DOWNLOAD in the pop-up, as appropriate. Downloaded reports will export to an Excel CSV file. Printed reports will open in a separate tab for printing.
5. Patients who meet the criteria will display in the Patient list. You may access the Patient tabs by clicking on a Patient name.
6. To change the search criteria, click SHOW SEARCH CRITERIA.