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Referrer Details Report

Referrer details by hospital and referring veterinarian.

Written by Meridythe Lanoue

The Referrer Details Report provides details for those referring hospitals and referring veterinarians who have had patients in your hospital during the reporting period. When run monthly this report is great for tracking the number of referrals to your hospital by referring clinics and referring veterinarians.

This report will show patients who have a referring hospital associated to them and are either currently checked in or had a check-in date during the reporting period. For example, if the reporting period is the month of August, you may see patients on the report with a July date; this indicates that the patient is/was still checked-in during the month of August. For patients that are currently checked in during the reporting period, the Status, Ward, Service, and Provider will reflect the current selections for the patient at the time the report was run. For those patients that had a checked-in date during the reporting period, but are now checked-out, the Status, Ward, Service, and Provider will reflect the selections for the patient at the time of check-out.

If a patient has multiple visits within the reporting time frame, each visit will be displayed in a separate row. For example, if the patient was seen 2 times during the reporting period, you can expect to see that patient listed twice. You may also see multiple rows for a patient’s visit if more than one rHosp is assigned to the patient. In the above example, if that patient that was seen twice during the reporting period has two rHosp assigned to them, you can expect to see that patient listed 4 times 2 visits and 2 rHosp.

When a patient has a specific referring doctor assigned to them, this rVet will display in the Referring Doctors column. If this column is blank, no specific rVet is assigned to that patient. Another important item to note with this report is that the Amount column is only the sum of the current invoice line items and does not include taxes or discounts.

Take Note:

To learn more about how to access and schedule this report, check out our EMR Analytics Guide.


Report Information Tab

The Report Info tab is the cover page for the report and consists of the Hospital Name and Hospital Location. It will also show what date/time range the report is for, and when the report was created.


Glossary Tab

The Glossary tab contains terms and definitions for column headings located throughout the report for clarity.

The Glossary tab includes the following information:

  • Note.

    • This report shows all patients associated with referrers that have a visit that overlaps with the selected timeframe.

    • Patients with multiple referrers will be duplicated on separate rows to reflect unique referrers.

  • Time

    The time the patient was checked-in for a visit.

  • Patient Name

    The name of the patient (including the last name of the owner.

  • Patient ID

    The patient’s unique identifier.

  • Invoice ID

    The unique identifier of the invoice.

  • Referring Hospital

    The hospital that referred the patient. Note that this will show current data for the patient and is not tracked on a per-visit basis.

  • Referring Doctors

    The doctor that referred the patient. Note that this will show current data for the patient and is not tracked on a per-visit basis.

  • Address

    The address of the referring hospital.

  • Phone

    The phone number of the referring hospital.

  • Email

    The email of the referring hospital.

  • Reason for Visit

    The reason for the patient’s visit.

  • Status

    The status of the patient’s visit.

  • Ward

    The last ward the patient was in during the visit. Note that if the patient is currently checked-out the ward may be empty.

  • Service

    The last service the patient was in during the visit. Note that if the patient is currently checked-out the service may be empty.

  • Provider

    The last provider that attended to the patient.

  • Amount Invoiced

    The amount invoiced for the visit. This does not factor in any taxes or discounts.


Referrer Details Tab

Displays information about the healthcare professional or organization that referred the patient.

The Referrer Details tab includes the following information:

  • Time and Date patient was checked-in.

  • Patient Name

  • Patient ID

  • Invoice ID

  • Referring Hospital

  • Referring Doctors

  • Address of the Referring Hospital.

  • Phone number of the Referring Hospital.

  • Email of the Referring Hospital.

  • Reason for Visit

  • Status

  • Ward

  • Service

  • Provider

  • Amount Invoiced

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