How to Track Referral Activity

 Related Training
Managing Referrals Recorded Class

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 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 How to Send a Referral Follow-Up Letter and How to Create a Referral Correspondence Template.