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CS Dental Employee
CS Dental Employee

ORTHOTRAC TIP: Referrals In

It's that time of year 🎁 - Time to decide what gifts go out to our referring Doctors.   We can run a referral report to find out who is referring the most patients - and how many of those patients started treatment with us: 

Print a referral report using the outside doctor option and specified date range by clicking Functions, Referrals; or the Referral Icon on the Tool Bar

NOTE: This report can also be run for doctor types, staff, patients, responsible parties, and siblings.

1.  From the main menu of OrthoTrac, click Functions, Referrals.

2.  Choose the referral type:

-- Referral (In):  Referrals from outside sources TO the practice
-- Referral (Out): Referrals from the practice TO other doctors
-- Wilting:  Outside referrals which are declining by a percentage you specify

3.  Click Outside Doctors or other referral source if required.

4.  Leave the Report Dates drop-down set to All Dates to run for all dates, or use the drop-down to select other predefined date ranges. Custom Date will allow you to specify exact dates.

5.  Select location under Location, or leave the default set to All Locations.

6.  Select the internal (staff) doctor under Doctor, or leave the default set to All Doctors.

7.  Click OK to run the report.

8.  When the Detail Referral List for Outside Doctors window opens, select the type of sorting in the Sort Referrals by section. You may also view specifics for a particular doctor by double-clicking on that doctor's name; to print results for just that particular doctor from the list, open that doctor then click Print from that doctor's Detail Referral List window.

NOTE:  The 'Charges' include Other Charges (charges from procedures), Late Charges, and Converted Balances.

NOTE: The Graph Information section at the bottom allows you to view graphical charts for either All Sources or just the top 10 sources based on the sorting order that is chosen at the top. These charts can be viewed by clicking on the appropriate button in the Graph Information section (Referrals, Charges, Payments, Contracts, or Custom to build your own chart). The charts can be viewed multiple ways by clicking the display options in the bottom left hand corner, or printed out.

The Graph Information does not appear as part of the standard printed report; to print the graphs they must be viewed individually.
 
9.  Click Print to print the report if desired.

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Moderator
Moderator

Re: ORTHOTRAC TIP: Referrals In

NOTE:  This information is also already available in the existing knowledge page in the Documentation section, How To Run Referral Reports (Doctor, Patient, Responsible, Other, etc.)

Phil Carter / OrthoTrac Escalations

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