Guide to Referral reports

Create reports to track referrals by Referral Type, expiry date, patient, recipient practitioner, and/or appointment or time limit.

This is particularly useful for running a recall campaign to advise patients that they need to renew their referral.

A referral report in Halaxy​​ showing referral limits and next appointment

Image: A referral report in Halaxy showing referral limits and next appointment dates

Run a referral report

  1. Click Reports > Referral.

  2. On the top right, click New Report.

  3. Refine your report by using any of the following filters. (Leave any field blank to include all results.)

    • Referral Date: Include only referrals matching the selected date range. Referral date refers to the date listed on the referral itself, not the date you received it or that it was entered into your patient records.

    • Expiry Date: Include only referrals that expire during the selected date range.

    • Referral Type: Include only selected Referral Type(s).

    • Recipient: Include only referrals received by the selected practitioner.

    • Limit: Include only referrals that have a certain number of appointments, hours or minutes remaining. This is based on the limit set by the Referral Type. You can use "less than" and "more than" modifiers.

    • Patient Status: Include only referrals for patients whose status matches the selected status(es).

    • Patient: Enter a name if you are looking for a particular patient.

  4. (Optional) Filter for Next Appointment. If you enter data in the Next Appointment section, the report will only include referrals where the patient has an upcoming appointment, which will be displayed in the report. Leave this field blank to capture any patient with a referral.

    The Referral Report screen. The section marked "Next Appointment" is highlighted.
  5. Click Run.


Was this article helpful?