Referral Report

The Referral Report provides a graphical representation of the top 10 referral sources from physicians and contacts. You can export the data to Excel. Users with Clinic and Company Admin permissions have access to this report.

Note: When running the Referral Report from the Reports box, the referral must have been entered into the case at the time the patient profile was created. If referral information is added to the case later, it will not be reflected in the report.

Any patients documented in SOAP 2.0 will not appear on this report. Please use the Referrals report in Analytics. Click here for a list of all reports that don't include SOAP 2.0 data and the Analytics report you should use instead.


Use the following steps to run the Referral Report.

  1. Click the Referral Report link, located under Reports.
  2. Select the Referral Type and Time Period from the drop-downs to filter your data. Generate the report.
  3. The Top 10 Referral Sources displays the top ten referral sources as a bar chart. The Totals section breaks down the referral type between the three major categories: physician (all doctor types), marketing (search engine or ad campaign), and other.  
  4. The Referral Report table shows all the results for the selected filtering criteria. You can click on a physician name to open the physician's contact information page which includes the patients they have referred.