Referral Summary


The Referral Summary report is an Advanced Report which lists all patients that have a referral in the system. It will list the Authorization number under “Ref #” and also lists the Referral Source. It will show which provider the patient saw as well as the date range for the referral authorization. It lists the date range of the authorization, if the referral is still active, how many visits were used, and the total number of charges for the patient from these referrals.

This report will pull all referral authorizations as entered on the patient's chart, assuming those referral authorizations have a start date and an end date.


This report has one view:

  • Table - The information from this report is displayed in several tables, with each patient consisting of their own table. Under that patient you will find information about the referral.


This report has two filters:

  • Start Date - The starting date for the report. This will default to today's date.
  • End Date - The ending date for the report. This will default to today's date.

Sample Report

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