How to check for referral reports on analytics?

Checking Referral Reports on Analytics

Overview

Referral reports in Analytics help track patient referral sources and doctor-to-doctor referrals. This provides visibility into where patients are coming from and how they are being referred within the practice.

Steps to View Referral Reports

Step 1: Go to the Analytics section.

Step 2: Click on Patients on Analytics Dashboard.

Step 3: Navigate to Patient From and Patient To data under Patient Analytics.

Step 4: Review the referral details available in both sections.

Referral From

Captured in the Patient Registration Form
Shows the source of referral (who referred the patient)

Referred To

Captured from Prescription (Rx) and Queue
Shows which doctor referred the patient and the receiving doctor’s details

Important Notes

Ensure referral details are correctly filled during patient registration and consultation.
“Referral From” depends on registration data accuracy.
“Referred To” depends on actions taken in Rx and queue.
These reports help in analyzing referral patterns and improving patient flow.

Updated on: 24/03/2026

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