The Referral Letter report is generated with the list of patients who are referred to another provider. This report is useful if you wish to view the list of patients whom you have referred, along with the illness diagnosed and referral reason.
| 1. | From the left menu items, click Reports > Utilization Reports > Referral Letter. The Referral Letter Report screen is displayed. |
| 2. | The following are the report filters available, based on which the report is generated: |
| • | Start typing the Patient Name and select the patient from the list displayed. You can also select the patient using the  icon. |
| • | Enter or select the From Date and To Date using the calendar icon. |
| • | Select the Provider from the drop-down list. |
| • | Start typing the Illness and select the illness from the list displayed. |
| 3. | Click Generate Report. The report is generated with the list of patients referred, based on the report filters selected. |
| 4. | Click Export Details of All Referring Providers to export the details of all the referring providers to an Excel sheet. The list of columns displayed in the sheet are Prefix, Last Name, Middle Name, First Name, Suffix, DOB, SSN, Medical License, Taxonomy Codes, UPIN, Tax ID, DEA, NPI Code, Address1, Address 2, Country, State/Region, City/Location, Postal/Zip Code, Email, Phone No., Fax No. Mobile No. This Excel sheet can be saved on the local drive. |
Note: You can also click Generate Report by just selecting the date range. The report is generated with the list of patients referred for that date range.
