📝 Overview
The New Patient Referral Income report shows how new patients are being referred to your practice and what income those patients have generated within a selected date range. It is designed to help you understand which referral sources are driving new patient volume and whether those patients are translating into revenue — so you can make informed decisions about where to invest your marketing and outreach efforts.
To access this report, go to Reporting > All Reports Beta, select a location, and click New Patient Referral Income under Daily Reports.
🔗 How Referral Sources Work in ChiroHD
When a new patient is created in ChiroHD, a referral source can be assigned to their profile to track how they found your practice. Referral sources are set up in your
Referral Sources settings and are organized into two levels and several categories:
System vs. Location Referral Sources
Like tags, referral sources exist at two levels:
System Referral Sources — created at the organization level and available across all locations in your ChiroHD account
Location Referral Sources — created at the individual location level and available only at that location
Both types appear in this report.
Referral Source Categories
Each referral source is assigned one of three categories:
Category | Examples |
Internal | Referrals from existing patients, staff, or internal programs |
External | Referrals from other providers, businesses, or community partners |
Digital | Referrals from online sources — Google, social media, website, online ads |
Referral Source Types
Each referral source also has a type that describes the nature of the referral — for example, Patient Referral or Walk In. These types are configured in your referral source settings.
Note: This report only reflects referrals that have been assigned to a patient's profile in ChiroHD. If a new patient was created without a referral source being selected, they will not appear under any referral source in this report. Consistently assigning referral sources at the time of patient creation is essential for this report to be useful.
📄 Summary vs. Detail
Summary
Shows referral source totals — the number of new patients attributed to each referral source and the income generated by those patients within the date range
Best for a high-level view of which referral sources are performing
✅ Recommended starting point for most use cases
Detail (PHI — requires appropriate access)
Breaks down each referral source to the individual patient level — showing which specific patients were attributed to each source and their individual income contribution
Best for verifying the accuracy of referral source assignments or reviewing individual patient activity by source
🔽 Report Filters
Filter | What It Does | Required? |
Start Date / End Date | Sets the date range for the report — defaults to the current month | ✅ Required |
Export options: PDF and CSV
Note: There are no additional filters on this report beyond the date range. The report returns all referral sources with activity in the selected period — you cannot pre-filter to a specific source, category, or type within the report options modal. To focus on a specific referral source or category, export as a CSV and filter in a spreadsheet.
📊 What the Report Shows
Summary view includes:
Each referral source name and its category
The number of new patients attributed to that source in the date range
The income generated by those patients within the date range
Detail view adds:
Individual patient names attributed to each referral source
Each patient's income contribution
⚠️ What "income" means in this report: The income figures reflect money generated by new patients attributed to each referral source within the date range. This is most likely based on charges or collections tied to those patients — worth a visual confirmation of exactly what the income calculation represents (charges added vs. payments received) before communicating specific numbers to your team or using them for marketing decisions.
⚠️ What This Report Does Not Show
Patients without a referral source assigned — if a referral source was not selected when the patient was created, that patient will not appear in any referral source grouping in this report
Referral source changes after patient creation — if a referral source is updated after the patient's initial setup, confirm whether the report reflects the original or updated source
Marketing cost or ROI calculations — the report shows income generated, not what was spent to acquire those patients. ROI calculations would need to be done externally
💡 Common Use Cases
Marketing performance review — Run monthly to see which referral sources brought in the most new patients and which generated the most income
Digital vs. external vs. internal breakdown — Use the category grouping to compare how different types of referral channels are performing against each other
Referral program tracking — If your office runs a patient referral incentive program, use the Summary to see how many new patients came in through patient referrals and what income they generated
Provider or partner referral tracking — Set up referral sources for specific referring providers or businesses and use this report to measure the volume and value of those relationships
Staff accountability — If staff are responsible for collecting referral source information at intake, this report will reveal gaps — referral sources with zero activity or a high volume of untracked patients may indicate the intake process needs attention
❓ Common Questions
Why are some new patients not showing up in any referral source? A referral source must be assigned to the patient's profile at the time of creation — or updated afterward — for them to appear under a referral source in this report. Patients created without a referral source selected will not be attributed to any source. This is the most common reason for gaps in the report.
What is the difference between System and Location Referral Sources? System Referral Sources are created at the organization level and available across all locations. Location Referral Sources are created at the individual location level and are only available at that location. Both types appear in this report when filtering at the location level.
Can I filter the report to a specific referral source or category? Not within the report options — the only filter available is the date range. To view data for a specific referral source or category, export the report as a CSV and use your spreadsheet tool to filter or sort by source name or category.What does "income" mean in this report? The income figures represent money generated by new patients attributed to each referral source within the date range. Confirm with a test run exactly whether this reflects charges added or payments received, as this distinction affects how the numbers should be communicated.
How do I make this report more useful? The report is only as good as the referral source data being captured. The most impactful improvement is ensuring that a referral source is selected for every new patient at intake. Reviewing this report regularly and following up on gaps in source attribution will improve accuracy over time.
Can I track existing patients through referral sources? The New Patient Referral Income report is specifically designed for new patients. Referral source tracking for existing patient activity is not the purpose of this report.
✅ Key Takeaways
The New Patient Referral Income report shows which referral sources brought in new patients and what income those patients generated within the date range.
Referral sources exist at two levels: System (organization-wide) and Location (location-specific). Both appear in this report.
Referral sources are organized into three categories: Internal, External, and Digital.
The only filter is the date range — defaults to the current month. To isolate a specific source or category, export as CSV and filter in a spreadsheet.
Summary shows totals by referral source. Detail (PHI-flagged) breaks down to individual patients per source.
Patients created without a referral source assigned will not appear in any source grouping — consistent data entry at intake is critical for this report to be accurate.
Export as CSV to filter by category, compare sources side by side, or share data with your marketing team.
📌 Conclusion
The New Patient Referral Income report is one of the most strategically valuable reports in All Reports Beta — when the underlying data is clean. Its usefulness depends entirely on whether referral sources are being consistently assigned when new patients are created. When that discipline is in place, the report gives you a clear picture of which channels are driving new patient volume and revenue, making it a practical tool for marketing decisions, partner relationship reviews, and staff accountability. For deeper analysis by source or category, export to CSV and work with the data in a spreadsheet.