Generate the Refer Out (Internal Referrals) Report

The Internal Referrals Report is used to track patients who were referred from one location/provider to another within the same practice group during the selected time frame.

This report helps practices measure:

• Monthly Referral Count
• Referral-Based Production & Payments
• Provider-to-provider referral performance
• Cross-location collaboration efficiency

It provides a Summary View and a Detail View, offering visibility into internal referral volume and associated revenue impact in real time.

Use Cases

• Track the number of internal referrals between locations each month.
• Measure production impact generated by referral providers.
• Evaluate specialist utilization within the group.
• Identify referral patterns between general providers and specialists.
• Monitor referral-based revenue growth across multiple locations.

Let's get started!

• Navigate to the System Menu > select Operational Reports under Insights.

• Click the + icon on the left or the Generate Report button on the right for the chosen report.

Explore below to learn more about the desired views, filter criteria, and results.

Summary View ⌵

The Summary View provides grouped referral metrics and revenue attribution.

Let us explore the filters:

No	Filters	Description
1	Referred Date Range (Max 1 year)*	Filters patients who were referred out during the selected period. *By default, the date range will be for the month to date.
2	Group By*	Use this filter to group the summary table of the report by Referring Location, Referring Provider, Referral Location and Referral Provider. *Default grouping: Referring Location, Referring Provider, Referral Location and Referral Provider.
3	Referring Location	Use this filter to focus the report on locations from which the patient was referred.
4	Referring Provider	Use this filter to focus the report on the provider who initiated the internal referral.
5	Referral Location	Use this filter to focus the report on the destination location receiving the referral.
6	Referral Provider	Use this filter to focus the report on the receiving provider handling the referred treatment.

Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.

Generation/Download Criteria

• Due to data volume, reports with a date range greater than 12 Months cannot be generated/downloaded. 

Result - Summary View

Now, let's take a look at the results of the Refer Out (Internal Referrals) Summary View:

• Group By Columns: Based on selected grouping filters.
• Number of Patients: Counts unique patients referred out within the date range.
  • If referred multiple times to the same location/provider within the period → counted once (initial refer-out date considered).
  • If referred to different providers or locations → counted separately per combination.
  • If referred multiple times within the selected range → counted only once per referral combination.
• Gross Production: Total value from completed treatments for referred patients at the referral location under the referral provider.
• Accepted Production: Total value of accepted treatments for referred patients.
• Proposed Production: Total value of proposed treatments for referred patients.
• Presented Production: Total value of presented treatments for referred patients.

Note: 

• Production columns are not restricted to the selected date range.
• The date filter only determines when the referral occurred.

Click on the teal-colored entries to view more information on the corresponding entries.

Detail View ⌵

The Detail View provides a patient-level breakdown of all internal referrals.

Let us explore the filters:

No	Filters	Description
1	Referred Date Range (Max 1 year)*	Filters patients who were referred out during the selected period. *By default, the date range will be for the month to date.
2	Referring Location	Use this filter to focus the report on locations from which the patient was referred.
3	Referring Provider	Use this filter to focus the report on the provider who initiated the internal referral.
4	Referral Location	Use this filter to focus the report on the destination location receiving the referral.
5	Referral Provider	Use this filter to focus the report on the receiving provider handling the referred treatment.
6	Columns*	Choose the columns that you would like to see in the report.

Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.

Generation/Download Criteria

• Due to data volume, reports with more than a date range greater than 12 Months cannot be generated/downloaded. 

Result - Detail View

Now, let's take a look at the results of the detail view:

• Referring Location: The location that initiated the referral.
• Referring Provider: The provider that initiated the referral.
• Referral Location: The destination location.
• Referral Provider: The receiving provider.
• Patient Name (Patient ID): Clickable patient record
• Date Referred: Initial referral date within selected period (per provider-location combination)
• Gross Production: Total value from completed treatments for referred patients at the referral location under the referral provider.
• Accepted Production: Total value of accepted treatments for referred patients.
• Proposed Production: Total value of proposed treatments for referred patients.
• Presented Production: Total value of presented treatments for referred patients.

Note: 

• If a patient is referred multiple times to the same provider/location → the earliest referral date in the range is shown.
• If a patient is referred to different providers/locations → shown as separate rows.
• Production values reflect total production for the referred provider/location and are not filtered by the referral date range.

Click on the teal-colored entries to view more information on the corresponding entries.

Manage Permissions ⌵

To enable permissions for the Refer Out (Internal Referrals) Report,

• Navigate to the System Menu > select Practice Settings > Administration > Profiles.

• Click Manage Permissions for the intended profile.

• Select Insights.
• Select the Generate Refer Out (Internal Referrals) Report option under Operational Reports.
• Click Save.

• On the Confirm Action modal that appears, click Yes to proceed.

• A toast notification appears on the top right stating, 'Profile updated successfully'.

Practices can use this comprehensive guide to explore various use cases and apply the necessary filter criteria to generate the Refer Out (Internal Referrals) Report.