How to Track Referral Activity

The Referral Activity feature enables you to track activity associated with your referral sources. This functionality uses the referral sources previously added to a patient's record. You can also add a new referral source and manage existing referral follow-ups.

To track referral activity:

1. From the Location tab, select Financial > Referral Activity.
   
   The Referral Activity window displays a list of referral sources, along with the number of patients, appointments, posted production, and follow-ups for each. The list defaults to all sources, types, and dates.
   
2. Use the Filter options to refine the list by referral source, type, or date range.
   
   Note: Select Group by Practice to sort referral sources with multi-location practices.
3. Select a referral source in the list to view more details, including referral dates, number of patients and appointments, and posted production amounts. Contact information is displayed to facilitate follow-up communication. 
   
   
   

Additional Actions

Use the Actions panel to create a new referral source or manage referral follow-ups.

• Select Create New Referral Source to enter information for a referral source. This source can then be selected in the Referrals from filter.
• Select Manage Follow-Ups to see access the Referral Follow-Up List. This is a To Do menu option as well (Location view > To Do > Referral Follow-Up List) that enables you to manage the list of referral-based follow-up appointments.

For more information, see the Sensei Cloud: Managing Referrals Recorded Class.