1. Patient Referral Management
  2. Reports and analytics
Reference

Reports for the questions your team asks

Read referral demand, follow-up dates and encounter work from recorded fields.

Overview
Patient Referral Management · Overview

Patient Referral Management dashboard

This quarter

Encounters in view
6
Scheduled
2
Arrived
2
In progress
1

Referrals by status

How far records got this quarter

StageReachedStep
Received30
Reviewed1757%
Scheduled953%
Seen556%

Referrals by status

Sample counts per stage

600
60Received
40Reviewed
30Scheduled
20Seen
20Closed
Example screen with sample data

More reports

Referrals by specialty and priority List

Count referral records by Specialty, Priority and Status.

Referral review queue List

Show received referrals by received at, Specialty and Priority.

Referral follow-up due dates List

List follow-ups by due at, completed at and Referral.

Encounter state by clinician List

Group Encounters by Clinician and Status.

Care task exceptions List

Show open or escalated tasks by assigned to and due at.

Privilege verification List

Compare clinician privileges by privilege type, Status and effective to.

Set up Patient Referral Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started