The Income Referral Report (figure 47) provides substantial information about the marketing the practice does, and lets the office know which marketing technique is working, and which is not. It takes all the Referral Types from the Patient Info window and shows how much income came from each referral type. The Selection Pop-Up (figure 46) for the Income Referral Report allows the choice of date or date range,
Figure 46
Referral type and the Report Format. The Report Format options are Detail and Summary. Detail itemizes each patient that came from the specific Referral Type. Summary (figure 48) shows only the Referral Type with no patient information. This report requires not only the entry of the Referral Type in the Patient Info window, but also that the ChiroOffice section of ChiroSuiteEHR is in use.
Referral Type with Detail selected
Figure 47
Referral Type with Summary selected
Figure 48