Referring/PCP Patients

The Referring/PCP Patients Report assists practices in finding distinct patient counts for providers who are a patient's PCP or Referring Provider. It gives the total distinct patients seen in the last two years, one year, and six months.

1. Go to the Reports section, then under EMR select Connect.
2. Click the icon with a plus sign in the toolbar to create a new Connect report entry.
    
   
   
   
3. When asked to select the Report, scroll under the Claim header and find Referring/PCP Patients, and enter a description before hitting Next:
   
   
   
   
4. Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report. The available fields are as follows:
   
   
   1. 1y Patient Count: The number of distinct patients who have this provider as their Referring or PCP in their demographics, and who have had appointments in "Checked-In" or "Checked-Out" status in the last year. 
   2. Referring/PCP: The name of the Referring Provider/PCP. 
   3. 6mo Pt Count: The number of distinct patients who have this provider as their Referring or PCP in their demographics, and who have had appointments in "Checked-In" or "Checked-Out" status in the last six months.
   4. 2y Pt Count: The number of distinct patients who have this provider as their Referring or PCP in their demographics, and who have had appointments in "Checked-In" or "Checked-Out" status in the last two years.

For all patients seen in the past two years, this report finds all providers who have been listed in patient demographics as their Referring Provider or PCP. Patients are considered 'seen' if they have an appointment in the time period that is in the "Checked-in" or "Checked-out" status. 

The report lists each of these providers, and shows how many related distinct patients were seen in the last two years, one year, and six months. Please note that these time periods are inclusive, so the 2y/1y patient counts will always be higher than the 6m patient count, as they include the smaller time period.

The patient counts are distinct -- so if a patient has multiple attended appointments over the listed time period, or if the provider is listed as both their referring and PCP, the patient will still only be counted once. 

To run this report, perform the following steps:

1. If you just created the Lab Result Search Connect report, click the refresh icon on the toolbar:
   
   
   
2. Select the created report in the list.
3. Click the drop-down next to the hammer and wrench icon on the toolbar. Then click Run Report.
   
   
   
4. You should see the results on your screen. If desired, you can click the Excel icon at the top to export these results: