How can I find out about the channels through which patients are referred?

The Patient Source Report helps track the channels through which your patients are referred and provides insights into managing their financial data. After generating the report, you can print, download, email, or fax it for your records. This report is particularly valuable for understanding patient referrals and handling billing information.

Here’s a step-by-step guide to generating a report from the "How Did You Find Us?" module in the application:

Step 1: Log In to the Application

• Open the application and enter your login credentials (username and password).
• Click on the Login button to access your dashboard.

Step 2: Navigate to the "How Did You Find Us?" Module

• From the dashboard, go to the Reports section.
• Click on Detail Report.
• In the detailed report options, locate and click on the "How Did You Find Us?" module.

Step 3: Select the Date Range

• Use the Start Date and End Date fields to select the date range for the report.
• Click on the Date Picker icons next to each field to easily select the dates from the calendar.

Step 4: Filter by Office (Optional)

• If you want to filter the results by office, check the List Only Office option.
• This will allow you to generate a list of records based on the office associated with the patient.

Step 5: Preview the Report

• After filling in all the required data, click the Preview Result button.
• The system will generate a report for the selected date range, displaying details such as Patient ID, Name, and Account Type.

Step 6: Manage the Generated Report

• Once the report is generated, you can take the following actions:
  • Print: Click the Print button to print the report.
  • Download: Click the Download button to save the report to your device.
  • Email: Click the Email button to send the report via email.
  • Fax: Click the Fax button to fax the report to the intended recipient.

Step 7: Print Results Directly

• If needed, you can also print the results directly for the selected dates and offices without generating the full report. Simply click the Print Result button to print the results for the specified criteria.