Referral Analysis Report

The Referral Analysis report displays the number of referrals from each referral source. The report also displays the amount of production generated as a result of the referrals. Use this report to analyze the effectiveness of your advertising dollars by running a single report.

To generate the report

In DXOne Reporting, select Analysis, and then double-click Referral Analysis.

The Referral Analysis dialog box appears.

Set up the following options:

First Visit Date - To filter the report by first visit dates, do one of the following:

To include referrals for patients who were referred to your practice and who have first visit dates within a date range that you specify, select the Specific Range option. With this option selected, do one of the following:

Enter a date range (in a m/d/yyyy format) in the From and To boxes.

To select a date, do the following for From and To:

Click the corresponding calendar icon to view a month calendar.

Navigate to the correct month using the left and right arrows.

Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.

Click the correct day.

To include referrals for patients who were referred to your practice and who have first visit dates within a date range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:

Treatment Date - To filter the report by treatment date, do one of the following:

To include referrals for patients who were referred to your practice and who have completed procedures with dates that are within a range that you specify, select the Specific Range option. With this option selected, do one of the following:

Enter a date range (in a m/d/yyyy format) in the From and To boxes.

To select a date, do the following for From and To:

Click the corresponding calendar icon to view a month calendar.

Navigate to the correct month using the left and right arrows.

Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.

Click the correct day.

To include referrals for patients who were referred to your practice and who have completed procedures with dates within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:

Date Type - Select one of the following options:

Entry Date - To include a procedure based on the date that it was created (entered into the database).

Procedure Date - To include a procedure based on the date that was specified for it.

Notes:

Most of the time, a procedure will have the same entry and procedure date. They will differ only if you backdate the procedure.

The Date Type only applies to the Treatment Date.

Clinic - To filter the report by the clinics that are associated with transactions (based on either the default or rendering clinic), do one of the following:

To include all clinics that you are allowed to generate the report for, select the All checkbox.

To include specific clinics, do the following:

Click the search button .

The Select Clinics dialog box appears.

Note: Only the clinics that you are allowed to generate the report for are available.

If the list is long, to search for a clinic by ID and/or title, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a clinic's ID and/or title in the ID and Practice Title boxes, respectively.

Click Show Results to view a list of matching clinics.

Note: To return to viewing the list of all the clinics, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.

In the upper list, select one or more clinics.

Note: To select multiple clinics, click a clinic, and then, while pressing the Ctrl key, click the other desired clinics. To select a range of adjacent clinics, click the first clinic of the desired range of clinics, and then, while pressing the Shift key, click the last clinic of the desired range of clinics.

Click Add.

Repeat steps b-d as needed to add other clinics.

Note: To remove a clinic that you added, select that clinic in the lower list, and then click Remove.

Click OK.

Also, select one of the following options:

Default Clinic - To include a procedure if the patient's default clinic in Family File is one of the specified clinics for the report.

Rendering Clinic - To include a procedure if the clinic in which the patient's treatment was performed is one of the specified clinics for the report.

 Note: With the All checkbox selected, patients can be counted more than once if they visit more than one clinic in a day.

Provider - To filter the report by the providers that are associated with procedures for referred patients, do one of the following:

To include all providers that you are allowed to generate the report for, select the All checkbox.

To include specific providers, do the following:

Click the search button .

The Select Providers dialog box appears.

Note: Only the providers that you are allowed to generate the report for are available.

If the list is long, to search for a provider by ID, first name, last name, and/or title, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a provider's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.

Click Show Results to view a list of matching providers.

Note: To return to viewing the list of all the providers, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.

In the upper list, select one or more providers.

Note: To select multiple providers, click a provider, and then, while pressing the Ctrl key, click the other desired providers. To select a range of adjacent providers, click the first provider of the desired range of providers, and then, while pressing the Shift key, click the last provider of the desired range of providers.

Click Add.

Repeat steps b-d as needed to add other providers.

Note: To remove a provider that you added, select that provider in the lower list, and then click Remove.

Click OK.

Patient Tag - Do one of the following:

To not filter the report by a patient tag, clear the Run By Patient Tag checkbox.

To filter the report by the tags that are assigned to patients, select the Run By Patient Tag checkbox. With this checkbox selected, the options to filter the report by tag are available. Do one of the following:

To include referrals for patients with any patient tag, select the All checkbox.

To include referrals for patients with specific patient tags, do the following:

Click the search button .

The Patient Tag Selection dialog box appears.

If the list is long, to search for a patient tag, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a patient tag name in the Tag Name box.

Click Show Results to view a list of matching patient tags.

Note: To return to viewing the list of all the patient tags, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.

In the upper list, select one or more patient tags.

Note: To select multiple patient tags, click a patient tag, and then, while pressing the Ctrl key, click the other desired patient tags. To select a range of adjacent patient tags, click the first patient tag of the desired range of patient tags, and then, while pressing the Shift key, click the last patient tag of the desired range of patient tags.

Click Add.

Repeat steps b-d as needed to add other patient tags.

Note: To remove a patient tag that you added, select that patient tag in the lower list, and then click Remove.

Click OK.

Sort By - Select one of the following options:

Referral Name - To sort the report alphabetically by referral name.

Number of Patients - To sort the report by number of patients, highest to lowest.

Total Production - To sort the report by total production, highest to lowest.

Click Save as Default to save the current settings for the next time you run the report.

Click Clear Defaults to revert the dialog box options to the original defaults.

Click Schedule to schedule a report job.

Click OK to preview the report.

Important information this report provides

This report can be sorted by the name of the referral source, number of patients referred, and production as a result of the referral. The report contains the following information.

Referral Sources:

Patient Referred By - The name of the person or entity that referred the patient.

Number of Patients - The number of referrals from the referral source.

Total Production - The total amount of production resulting from the referral source.

Average Per Patient - The average production resulting from the referral source (Total Production/Number of Patients).

Percent of Number of Patients - The percent of the referred patients on the report that come from the referral source listed (the total number of patients divided by the number of patients for the given referral source).

Percent of Production - The production total divided by the combined production total.

Total - The totals for all referral sources.

Clinic Totals - The number of patients, total production, and average production per patient for each clinic.

Total Production - The total number of patients, total production, and average production per patient for all clinics on the report.