Printing Referral Recap Reports

You can print a Referral Recap Report for individual patients as work that was referred to the practice by another provider is completed. Any work that you flag “RC” (Referred Completed) and set complete within the specified date range will be included on the report. Treatment-planned work that has been referred to the practice by the same provider will also be included.

To print a patient’s Referral Recap Report

1.   With a patient selected in the Ledger, click Print, and then click Referral Recap.

The Print Referral Recap dialog box appears.

2.   Type the date range for the completed referred procedures you want to print in the From and To boxes.

Only procedures that were completed within the specified date range and are flagged “RC” (Referred Completed) will be included on the Referral Recap. For information on how to flag a procedure as “RC,” see Posting procedures.

3.   Type a note to print on the Referral Recap in the Additional Notes box.

4.   Click the spell check button to check the spelling of the note text.

5.   Click one of the following:

·        Print – Prints the report immediately.

·        Batch – Sends the report to the Batch Processor.