Efficiency of Referral Sources (Financial Results)


This report generates a list of the financial results for a selected period of time based on referral details.

A referral source must be linked to the patient for the report to generate the correct statistics.

Run the Report

  1. Go to Location Management > Reports tab

  2. Open Efficiency of Referral Sources (Financial Results) report

    1. Date: Select the period to base this report on

    2. Location: Select the location or <All> to base this report on, if applicable

    3. Providers: Select the Provider(s) to include in the report

    4. Show inactive providers as well: Tick to include inactive Providers

    5. Click OK


Report Details

Financial information is shown on the report as a $ amount and a % of the share in income for the practice.

Amounts will only be shown on this report when payment has been received. No outstanding invoice amounts will be calculated.

Add New Referrals

Link Referral Details to a Patient - how did you hear about us?

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