Referring Doctor Listing

The Referring Doctor Listing report is an Advanced Report which shows the patients who had a referral in a specific date range. The report sorts by the referring doctor and shows the service date and all charges on that date.

This report will group by referring provider and will show each encounter where that provider was listed as the referring provider under Claim Details > Referring Provider.


This report has two views:

  • Tables - The top of the report displays the data separated into tables by Referring Provider. Each table will display the referring provider's name and NPI number. Beneath the provider's name is a table containing the list of patients who have that referring provider, showing: Account Number, Patient Name, Service Date, Charges and Rendering Provider. The bottom of each table will provider a total number of referrals and total charges.
  • Graph - The bottom of the report shows a bar graph displaying the Top 10 Referring Providers. The graph shows the provider's names along the Y axis. The X axis will be the number of referrals.


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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