Reporting > Referral Overview

 

The Referral Overview Report  provides:

  • A summary of Unique Referrals Initiated within Year(s) Selected.
  • Referrals will be counted in “New”, “In Process”, “Returned”, and “Ready for Review” only if the Referral has never been placed into the Status “Ready To Send” or “Sent to DVEIR”.
  • Counts for Statuses “New”, “In Process”, “Returned”, and “Ready for Review” do not include Referrals that have appended Encounters.
  • Counts for Statuses “Ready to Send to DVEIR” and “Sent to DVEIR” include Referrals that have appended Encounters with active flags of the same names. (NOTE: This can cause queues in the application to not have the same counts as shown in this report).

 

1.      In the Selection Criteria panel, you must perform the following actions:

·         You may click VISN drop-down list to select a VISN. Click the name of the VISN to select it. Click and hold the CTRL key to select more than one VISN to include in the report. By default, all VISNs are selected.

·         You must select from the Report Year Definition drop-down and select Fiscal Year or Calendar Year.

·         You may click Report Year Selection drop-down list to select one or more years. Click the year to select it. Click and hold the CTRL key to select more than one year to include in the report. By default, all years are selected.

           If you do not make a selection for Report Year Selection from the drop-down lists, an error message will appear.

 

2.      Click the Run Report button to generate a report.

 

The “Referral Overview” report will be displayed and from the top bar on the report you can perform the following tasks:

 

1.   You can navigate the different pages that the Report contains by clicking the arrows next to the number of pages.

2.   You can resize the print (font) and details of the report screen by using the size drop-down menu to change the size of the font (and the overall screen elements). Click the percentage of change to resize the screen.

3.   To use the search feature, click the cursor in the text box labeled, “Find | Next”. Type in a word, phrase, or number(s) and then click “Find” to start a search for data. The results of your search will be highlighted in blue. To find the next instance of your search, click “Next”. The next instance of your search will be highlighted in blue. If the search was unsuccessful, a pop-up window will appear.

4.   You can create and save an electronic file of the report. Click on the drop-down menu labeled, “Select a format” and choose either an Acrobat (PDF) or excel file format and then click “Export”.

A pop-up window labeled “File Download” will appear asking if you wish to open the file to view or if you want to create and save an electronic file. You also have the option to cancel the export process.

5.   You can print the report.