A new report has been built for patients with referrals in the EHR. This report provides a list of patients who have the selected insurance(s) as primary or secondary insurance, have any of the selected diagnosis codes, and have a referral with the selected specialty type within the selected timeframe.

Go to Admin > Custom Measures. The new report is called "Referrals by Specialist and Diagnosis for Insurance Plans" under the "Report Only" tab.

Filters:

• Financial Class
• Patient’s Insurance Plan
• Patient’s Problem List ICD(s)
• Patient's Charge History ICD(s)
• Referral Specialty Type
  
• Referral Date Range

Click "Run Report."