A Referral Analysis includes the total number of referrals made within the selected date interval and the total generated production from the referrals within the selected date interval. You can preview, print, or send via email previously generated reports at any time after you have generated them.
To run a Referral Analysis
1. In the Office Manager toolbar, click the Dentrix Reports button.
The Dentrix Reports window appears.
2. Under Reports, double-click Referral Analysis.
The Referral Analysis dialog box appears.
3. To run the report with the default settings, click OK.
The Referral Analysis is listed, and a preview of the analysis appears.
Note: To view the data, you may need to enlarge the Dentrix Reports window, and go to the end of the report to view any graphs or charts.
4. To modify the default settings in the Referral Analysis dialog box, do one or more of the following:
Include Referred By – Select what referral data you want to generate.
Dr/Other, Non-Person – (Default) Select to include referral sources from doctors and non-person sources (ads, internet, and so on).
Dr/Other, Person – (Default) Select to include referral sources from doctors and others.
Patient – (Default) Select to include patient referrals.
Sort By – From the list, select how you want to sort referrals.
Referral Name – (Default) Select to include referral names.
# of Referrals, from highest – Select to sort the number of referrals by referral sources from highest to lowest.
Production, from highest – Select to sort production amounts from referral sources from highest to lowest.
Include Production Adjustments – (Default)
Include Charts – (Default) Select to include a graphical representation of the analysis.
Select Date of Referral – You can set a specific date range or select a set of interval options.
Range – Enter the start and end dates, or click the date icon, and then select the date from the calendar.
Date options – Defaults to the Previous month. For example, if you generate a report on June 2, 2020 using this option, the report will contain data for May 1 through May 31. Other options include:
Current day – Generates a report for the current day.
Previous day – Generates a report for the previous day. For example, if you generate a report on June 2, 2022 using this option, the report will contain data for June 1, 2022.
Previous week – Generates a report for the previous Sunday through Saturday. For example, if you generate a report on Monday, June 6, 2022 using this option, the report will contain data for Sunday, May 29 through Saturday, June 4.
Previous 3 months – Generates a report for the previous 3 months. For example, if you generate a report on June 2, 2020 using this option, the report will contain data for March 1 through May 31.
Previous 6 months – Generates a report for the previous 6 months. For example, if you generate a report on June 2, 2022 using this option, the report will contain data for December 1, 2021 through May 31, 2022.
Previous year – Generates a report for the previous year. For example, if you generate a report on June 2, 2022 using this option, the report will contain data for January 1, 2021 through December 31, 2021.
Select Date of Production – You can set a specific date range or select a set of interval options.
Range – Enter the start and end dates, or click the date icon, and then select the date from the calendar.
Date options – Defaults to the Previous month. Other options include:
Current day – Generates a report for the current day.
Previous day – Generates a report for the previous day. For example, if you generate a report on June 2, 2022 using this option, the report will contain data for June 1, 2022.
Previous week – Generates a report for the previous Sunday through Saturday. For example, if you generate a report on Monday, June 6, 2022 using this option, the report will contain data for Sunday, May 29 through Saturday, June 4.
Previous 3 months – Generates a report for the previous 3 months. For example, if you generate a report on June 2, 2020 using this option, the report will contain data for March 1 through May 31.
Previous 6 months – Generates a report for the previous 6 months. For example, if you generate a report on June 2, 2022 using this option, the report will contain data for December 1, 2021 through May 31, 2022.
Previous year – Generates a report for the previous year. For example, if you generate a report on June 2, 2022 using this option, the report will contain data for January 1, 2021 through December 31, 2021.
Entry Date – (Default) Select to include all transactions entered into the system today. (To generate the most accurate totals, run the report by Entry Date.)
Procedure Date – Select to include all transactions posted with the derived date of today.
5. To save any changes you made to the default settings, click Save Options.
6. To
manage any saved options, click the Manage Saved Options icon 
.
The Manage Options dialog box appears.
7. Do one of the following:
To rename the option, select it, click the Rename Selected Item icon, and then type a new name.
To delete the option, select it, and then click the Delete Selected Item icon.
Important: You can only rename or delete options that you have created.