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Analytics: Referral Sources Scorecards
Analytics: Referral Sources Scorecards

Learn how to create and manage referral source Scorecards in Analytics

Erika Gardner avatar
Written by Erika Gardner
Updated this week

In this article, you'll learn how to:

Important note: You must have full or limited access to view Scorecards. You can only view details from locations that you have access to.

For assistance with user permissions, please see our Permissions guide here.


Create a New Referral Sources Scorecard

  1. Single locations: Click on the Dashboards icon in the left side menu and then click Scorecards

  2. Multi-location or DSOs: Click on the DSO Dashboards icon, then click on Scorecards

  3. To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner

  4. Enter the Scorecard name

  5. Click on the Primary focus dropdown and choose Referral Sources. Then click, Create Scorecard

  6. Once the scorecard has been created, adjust the following options:

    • Referral Sources

    • Metrics

    • Time Period

    • Trend

    • For previous

  7. If you want to modify the currently selected sources, click on Referral Sources

  8. Use the search bar to locate specific sources or click on the checkbox next to All to select or deselect all sources

  9. Click on the dropdown lists available for the Metrics, Time Range, and Trend options. Be sure to click the blue Apply button to save your selections and generate an updated scorecard

  10. Compare historical data by time period trends, locations, and providers by clicking on the expanding arrow next to the referral source type

  11. If desired, modify the order of the metrics shown by clicking on the metric header, then dragging and dropping it

  12. To view goal progress, hover over the red or green goal indicators to see the value of the goal as it has been set

  13. Modify how goals and trends show up on your scorecard by clicking on the Settings button. Choose to turn goals/trends on or off, then click Apply

  14. Click on the report icon to expand visualizations of each selected metric

  15. In addition to reviewing visualized data by clicking on the report icons, you can also jump to a visualizations only view by clicking on the Visualize Performance or Visualize Trends tabs

  16. When finished applying your selections, click the blue Save changes button in the upper right corner and choose Save changes, then click Confirm

Important note: Scorecards are unique to your user account and will not be seen by other users at your practice unless you share the scorecard with them. Click here to learn how to share scorecards.

Use the Scorecards AI Assistant and get additional insights

Click on the robot icon in the upper right corner to chat with your Scorecards AI Assistant and get AI-powered insights for the selected scorecard.

Click here to learn more about using the Scorecards AI Assistant.


Revise an Existing Referral Sources Scorecard

  1. Click on a scorecard to open it

  2. To rename a scorecard, click on the pencil icon near the scorecard name

  3. If you would like to save the changes you've made to the scorecard, click on the blue Save changes button and choose to either Save changes or Save as new scorecard

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