Marketing Reports

1

Follow-Up Marketing Reports

The primary follow-up report generates a view of all upcoming marketing efforts and what follow up actions are needed.

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  • You may change the number of weeks in advance that you want to view the follow-ups
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  • You may edit an existing follow up by clicking on the edit pencil.
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  • Choose what follow-up report you wish to view.

To change the weeks of the follow up, click on the Next Follow Up is in the next 2 weeks filter box. 

Next, customize how you need the report to pull information. Click Apply once finished.

The Open Follow-Up Actions (purple box) report generates a view of all existing follow-ups that have not been completed. This will always default to a filter of Completed = 'No' (pink box). 

To mark as completed or edit the follow-up click the edit pencil (red box).

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  • Add your contact and date of contact
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  • Add your action notes
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  • Input your completed notes and click the completed box
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  • Apply changes

2

Referrals by Doc

This report generates the number of referrals by doctors and the first/last patient visit date. This will also show the number of patients that a doctor referred to you.

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  • To add a new referring doctor, click Create
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  • To edit and/or update information on a current referring doctor, click on the pencil.

When entering a new referring provider make sure:

• You enter their NPI
  • First Name
  • Last Name
  • Fax number
• Click Create once you are finished

3

Referrals by Company

This report generates the total number of referrals from the companies in your system as well as the first and last patient they referred.

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  • To edit a current company, click on the name of the company that you wish to edit
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  • To add a new company, click on Create 

When creating a new referring company:

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  • Add Company, Type and Area
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  • Add First Name, Last Name, Phone number, etc...(these fields are optional)
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  • Click Create when finished 

4

Referrals by Employee

This report generates the total number of referrals from your employees. You will automatically be in the Pivot view.

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  • Click the grid icon to change the view to a chart view
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  • To view more details, change the report to Detailed Reports

If you prefer to see a graph/chart, you can also display a graph summarizing your referrals by employees. Graphs can also be created for the referrals from doctors, companies and patients tabs.

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  • If you are wanting to view a graph version of this report, click on the drop down and select Summary Graph
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  • To view the referrals back to a report view, click the chart icon 
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  • To edit what chart you want to view, click the Edit Chart filter

Customize how you want your chart to look and how you want it to calculate the referrals by your employees.  

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  • Select which graph you would like to change to
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  • Select from the drop downs what you want your label and value to display. You can also select how you want the graph to function and sort the referrals. Give a title for your Axis Label and Value
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  • Click Apply Changes once finished.

Once you have applied the changes, you will be able to view your new graph and edit it as you please.

5

Referrals by Patient

To view referrals given by patients, click on the Referrals by Patient tab.

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  • Edit this chart to view it in a different graph
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  • Click her to edit how you want the referrals to be filtered out
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  • Click the chart icon to view a detailed report

Clicking the chart icon gives you a more detailed view of the referrals made by your patients

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  • This column will list the referred patients. Click on the patient name to view their profile.
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  • Your referring patient can be viewed. You will not be able to click on the name and view the patient.
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  • This column will give you the visit count for each referred patient
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  • Here you will see the last visit and next visit of the referred patient at a glance

6

Referral Dashboard

This report links patient evaluations to their referring doctors. It generates the report on a weekly and monthly basis.

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  • View referrals by each location or view referrals for all locations.
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  • Toggle between viewing referring doctors by week and month. You can also toggle between viewing your sources by month and week. View you're top 10 doctors and all data.
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  • When clicking on the Referral Dashboard tab, you will first see your Evals By Referring Provider  - Next Week, This Week, and Last Week at first glance.

7

Top 10 Doctors

This report generates a graph view of the top ten referring doctors from the past two years.

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  • The years will be separated by color so you can easily track the two years of referrals at a glance.

8

All data

This report generates data from every referral source including patients, employee, doctors and companies.

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  • Click on the referred patient name to view the patient profile.