Reports may be accessed on the left navigation menu within IRIS. You may also click the headings below to take you to the report in IRIS.
Use this report to explore the status and outcome of referrals sent in your IRIS community as well as the number of referrals IRIS partners have sent and received.
Use this report to explore referrals received by your organization as well as the status and outcome of those referrals.
Use this report to explore referrals sent by your organization as well as the status and outcome of those referrals.
Use the ‘From this date’ and ‘To this date’ filter to select a date range. The ‘Status as of’ can be used to view the status of the same referrals on a specific date. 1. Click on the date box and scroll through to select the desired date for each filter. You can also type the desired date using the mm-dd-yyyy format shown in the box.
If no date is selected, the report will default to the date that the organization launched in IRIS. A user with Switch Access to more than one organization may use the dropdown to choose which organization’s data to view. 2. Click the dropdown to select which organization you would like to view outgoing referrals for.
3. Click 'Run Report' to see a summary of referral data based on the date parameters that have been set.
Resetting the Reports
1. Click 'Reset' to clear the report and start a new one.
1. Click 'Print Report' to either print or save the report as a PDF.