How to find patients with a missing referral source?

Created by Emily McClendon, Modified on Wed, 31 Jan at 11:52 AM by Alyssa Elso

How to find patients with unknown referral sources

3 ways to find patients with missing referral source data:-

1. Practice IQ > Home / Patient Flow dashboard > New Patients KPI panel


2. Practice IQ > Operational > Cell Available

 

3. Huddle > Today > Patients with Incomplete Info

 

Take corrective action to update missing referral source information and preventive action to proactively capture referral source data for new patients.

Note: For more information on referral sources see article - Analyzing Referral Sources

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