Overview

There are two options to consider when wanting to pull a report showing all referrals. The first is to create a report using Event Chronology. The second is to run an SQL using Database Viewer. 

Create Event Chronology Report

1. Click the Chron button on the Smart Toolbar.
2. Click the Edit button located to the right of the Report Criteria field. The Report Criteria window will open.

1. Click the Insert Record button  to add a new report.
2. In the Report Group Name field, enter a name for your report. For example, "All Referrals". 
3. Enter a note (optional).
4. Click the Post Editbutton to save.
5. With the new report name highlighted, click the Report Sections tab in the lower section of the window.
6. Click the Available to add tab.
7. Locate the Report Section called Referrals, and click the corresponding checkbox.

8. Click the Post Edit button to save.
9. Close the Report Criteria window.

1. Complete the following criteria:

• Patient(s): All
• Report Criteria: Select the report you created in the steps above.
• Report Dates: Select the appropriate option from All, Latest number of months, or enter a specific date range.
• Click Search.

Run SQL in Database Viewer

Click here for an SQL that will show total referrals including tracking entries and response.