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.
Users need to have the analytics_referrer_details_report permission added to a role in order to access this report in Analytics.
💡To learn more about how to access and schedule this report, check out our EMR Analytics Guide!
The Referrer Details Report consists of the following:
Report Info 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.
Terms listed:
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 – (Optional) 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
The Referrer Details tab includes the following information:
Time – 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