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    WebPT Analytics | Referrals by Clinic
    • 06 Mar 2024
    • 2 Minutes to read
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    WebPT Analytics | Referrals by Clinic

    • Updated on 06 Mar 2024
    • 2 Minutes to read
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    Article Summary

    Overview

    The Referrals by Clinic is a Data Table style report which helps compare referrals and the conversion rate to a previous time frame and includes SOAP 1.0 and 2.0 data. Quickly view data by Referral Source, Referral Contact, or Clinic. You can add additional filters to narrow the scope of the report, such as Referral Type, Insurance Type, Insurance name, and Diagnosis.
    Discover more about Data Table Style Reports.

    Click the arrow or colorblock below to discover more.

    Report Location

    WebPT Analytics | Referrals by Clinic Location

     

    You can find this report in the Referrals section of Reports in Analytics. If you do not see the report listed in this section, ensure that you have the correct Analytics Access permission.
     

    EMR_Analytics_Referrals Reports Menu_Referrals by Clinic

    Run and Customize the Report

    WebPT Analytics | Run and Customize the Referrals by Clinic Report

     

    1. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu button.
    2. Set the Date Range and the Compare To range.
    3. Use the View Data By drop-down to view the data by Referral Source, Referral Contact (the name of the referring physician or marketing referral source), or by Clinic Name.
    4. You have the option of filtering the report by Referral Type, Insurance Type, Primary Insurance, and Diagnosis code using the multi-select drop-down menus. Be sure to click Apply when you’ve completed selecting filters.
    5. The total percent of all visits field should equal 100%.
       

    EMR_Analytics_Analysis Grid_Reports_Referrals Report Overview_Numbered Steps

     

    Unassigned Clinics

    Clinics titled as unassigned indicate the Primary Treatment Clinic was not entered during the patient case creation and the referral did not convert.

     
    Want to avoid (unassigned) data points? Select On to require the collection of the Primary Treatment Clinic when the case is created in your clinic settings.

    EMR_Clinic Settings_Referrals_Req Primary Treatement Clinic to be collected for all cases

    Column Field Descriptions

    WebPT Analytics | Referrals by Clinic Column Field Descriptions

     

    Field NameDefinitionSource
    Referral SourceThe referral source type (includes both physician and non-physician referral types).Referral Type drop-down in the Add/Edit Physician or Contact window.
    Referral ContactThe name of the referral source (includes both physician and non-physician referral types).The First Name field in the Add/Edit Contact Window, or the First and Last Name entered in the Add/Edit Physician window.
    Clinic NameThe clinic where the Initial Evaluation or Orthosis Fabrication note was finalized. If there is no finalized IE or OF note in the patient's case, this field will be unassigned.Patient Notes
    Total ReferralsThe total number of patient cases attributed to a referral source.Referring Physician drop-down or the Marketing Referral Contact drop-down in the Add/Edit Case window.
    Compared to Previous PeriodThe percent change in total referrals between the selected date range and the comparison date range.Patient Cases
    Converted ReferralsThe number of referred patient cases for which an Initial Evaluation or Orthosis Fabrication note has been finalized.Patient Notes
    Conversion RateThe percentage of new cases created that have finalized Initial Evaluation or Orthosis Fabrication notes.
    Days Seen After Referral (Avg)The average number of days it takes to finalize an Initial Evaluation for a referral.
    VisitsThe clinic's total number of finalized notes. This excludes no-charge visits and Quick Discharge note types.Patient Notes
    % of All VisitsThe percentage of total visits for all clinics attributed to a particular referral source.Calculated Value
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