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Top Referring Practices Dashboard

Learn how to generate and print the Top Referring Practices dashboard in Instinct!

Updated over 2 weeks ago

Purpose

Understand which practices are sending the most referrals to your practice.


Questions the Dashboard Can Answer

  • Number of patients a referring practice is currently associated with

  • Top referring practices; referring practices with very few referral visits

  • Address, email, phone number of referring practice


FAQs

  1. To be included in this dashboard, an rHosp will need to be linked to at least one patient with a “check in at” time within the selected date range.

  2. rHosps are tied to patients and not visits.

  3. If a patient has multiple rHosps associated at the time of a visit, that patient will count towards all associated rHosps.

  4. If an rHosp association is removed from a patient at any time, that patient will not be counted on the dashboard for that rHosp for any time period.


Export Data

To export data, hover over the top-right corner of any visualization or table to display a 3-dot menu allowing you to download the results.

You can download visuals as PNG, CSV, XLSX, or JSON files. Tables can be downloaded in CSV, XLSX, or JSON formats.

In addition to the previously mentioned options, you can also export the entirety of the current tab’s contents into a PDF file. This functionality allows for convenient sharing and printing of the data in a widely compatible format.

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