The Referral Recap report shows any work within a specified date range that you flagged as "Referred By Doctor" and set to "Complete." The report also includes treatment-planned work referred to your practice by the same provider.
To print a referral recap report
1. Select a patient.
2. In the Patient Chart, click File, point to Print, and then click Referral Recap.
The Print Referral Recap dialog box appears.
3. Under Completed Work Date Range, type the date range of the completed procedures that were referred to your practice.
4. Under Additional Notes, type a note that you want to print on the Referral Recap report.
5. Do one of the following:
· To print the report immediately, click Print.
· To send the report to the Batch Processor, click Batch.