Report Catalog - Direct/Indirect Referrals by Date Range

Report Overview

This report provides a snapshot of your organization's direct and indirect referrals within a time period that you specify.  The results will be grouped by Direct Referrals, Indirect Referrals and then Other Referrals.


Knowing the ratios of each type of referral will help you evaluate you organization's referral delivery strategies.

How to Run

From the File Menu, choose Reports > Referral Reports > Direct/Indirect Referrals by Date Range
Upon running the report, it will prompt you for the following parameter(s):
  • BeginDate (BeginDate) - Enter a start date to find summary information in.
  • EndDate (EndDate) - Enter an end date to find summary information in.


Here is a sample of the report's output:
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