Referrals Overview Dashboard connects each referred patient to the revenue they bring into your practice, providing a comprehensive picture of referral performance.
With visibility into top-performing partners, trends in relationship strength, and areas of unmet potential, you can proactively manage partnerships and continually optimize your referral strategy.
Important Note:
Referrers are associated with patients, not individual visits. This dashboard attributes visits (and their revenue) to any referrer who was active on the patient’s record when the visit was completed
Dashboard Structure
There are two tabs inside the dashboard structure.
Summary Tab
This section provides a high-level view of referral activity and financial performance using closed invoices within the selected date range. It displays key metrics by referring hospital (rHosp), including the number of referring hospitals with visits, total visits from patients with referrals, and revenue generated from referral visits.
The tab also includes a monthly referral trend showing referral revenue and discounts over time, along with a detailed trend table that breaks out revenue, discounts, rHosp count, and referring veterinarian (rVet) count by month.
The By Referrer section further breaks down performance by showing total referral revenue by rHosp, each hospital’s percentage contribution to overall referral revenue, and a detailed table of visit counts, revenue, and discounts by both referring veterinarian and referring hospital, enabling clear insight into referral volume, trends, and revenue contribution at both the hospital and provider level.
Details Tab.
The Details tab provides a comprehensive view of every patient visit associated with a specific referrer, offering deeper insights into referral activity and visit outcomes.
Take Note:
Please note that a patient’s provider, service, and/or ward may change over the course of a visit. As a result, the information shown reflects the patient’s details as they appear at the time of checkout.
This tab has one line per referrer, so a patient who has multiple referrers can have revenue counted for each referrer on that visit. Therefore, summing the revenue from the Details tab will likely not give you the same total revenue generated from referrals as the Summary tab.
How Referral Attribution Works
There are three ways on how the referral attribution works:
Linking Visits to Referrers.
Since referrals are tracked at the patient level (not the visit level), we attribute visits to a referrer based on timing:
A visit is credited to a referrer if the visit was completed while that referrer was active on the patient’s record.
Specifically, a visit is attributed to a referrer when:
The referrer was added to the patient on or before the visit was completed, AND
The referrer was still active (not yet removed) on or after the visit was completed.
Visit completion is determined by whichever is later: the patient checkout time or the invoice close time.
Revenue Attribution.
All revenue from an attributed visit is recognized on the date the invoice closes.Patients with Multiple Referrers
If a patient has multiple active referrers when a visit is completed, that visit (and its revenue) will be attributed to each active referrer.
Tip: To learn more about how to access and use our dashboards, see How to use the Analytics Dashboards.
What happened to the 'Top Referring Practices' dashboard?
The 'Top Referring Practices' dashboard has been renamed and replaced by the 'Referrals Overview' dashboard. This change consolidates and enhances the functionality of the previous dashboard, offering users improved metrics and insights.
Key Differences Between 'Top Referring Practices' and 'Referrals Overview'
The transition from 'Top Referring Practices' to 'Referrals Overview' introduced several changes in how data is calculated and presented:
Patient Attribution: - Top Referring Practices: Counts unique patients and attributes all visits to the referring practice linked to the patient at the time the report is run. Filters data by check-in date. - Referrals Overview: Counts individual visits and attributes each visit to the referring practice linked to the patient at the time of that specific visit. Filters data by invoice close date.
Metrics and Features: - The 'Referrals Overview' dashboard includes additional metrics such as referral revenue, top referrers by revenue or volume, and trends over time. These enhancements provide a more comprehensive view of referral performance.
Additional Features in 'Referrals Overview'
The 'Referrals Overview' dashboard not only retains the core functionality of the previous dashboard but also introduces new features to help users analyze referral trends and performance more effectively. These include:
Metrics for referral revenue.
Insights into top referrers by both revenue and volume.
Trend analysis over time to track changes and patterns.
By leveraging these features, users can gain deeper insights into their referral data and make more informed decisions.