When you select Generate reports from the Referrals task list, the standard iMIS report window displays.
The Generate reports window offers you a variety of printed output, including detailed rosters, overall status summaries, and letters. The initial Generate reports window is identical to that of every iMIS module. It gives you access to many categories of reports and options, from which you select specific formats and output. It also lets you choose the printer or other output device, and you can often vary the sort order and control the inclusion of providers and records, as well as other report-related items.
Print Invoice report
The Print Invoice report prints an invoice listing additional referral fees charged to clients.
Print Invoice report
Survey Reports
Client and provider survey reports are available to allow you to obtain and track feedback associated with the referral.
Client Survey report
Roster Reports
Roster reports are available to allow you to print a list of providers or clients.
Client Index report
Summary Reports
Several summary reports are available, including a report that allows you to summarize referrals by Source, Status, Reason or Type.
Summary By Category report