You can display entries for a specific referral source or destination. Also, you can customize what types of entries appear in Office Journal.
To customize the view
In Office Journal, if you are not already viewing entries for a referral source or destination, do one of the following:
To specify a referral source, do the following:
On the View menu, click By Referral BY.
The Select Referred By dialog box appears.
If
the list is long, to filter it by name, in the Enter
Name box, enter all or part of the referral source name, and then
click the search button 
.
In the list, select the correct referral source.
Click OK.
To specify a referral destination, do the following:
On the View menu, click By Referred TO.
The Select Referred To dialog box appears.
If
the list is long, to filter it by name, in the Enter
Name for Search box, enter all or part of the referral destination
name, and then click the search button .
In the list, select the correct referral destination.
Click OK.
Do one of the following:
Click
the View Filters button 
on the toolbar.
On the View menu, click Filters.
The View Referral Filters dialog box appears.
Set up the following view options:
Select Journal Entry Types - Do one of the following:
In the list, select the entry types that you want to include, and deselect the entry types that you do not want to include. The following types are available:
HIPAA Privacy Letters Messages Miscellaneous Phone Calls |
Referral Gratuities Referral Recaps Referral Slips Reminders |
To include all entry types, select the All Journal Entry Types checkbox.
Entries Dated After - Entries with dates that are after the specified date are included. By default, the cut-off date is three months prior to today, but you can enter a different date (in a mm/dd/yyyy format) in the box.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Select Provider/Staff - You can filter entries by provider and/or staff member. Do one of the following:
In the list, select a specific provider or staff member.
In the list, select multiple providers and/or staff members.
Notes:
To select multiple users, click a user, and then, while pressing the Ctrl key, click the other desired users. To select a range of adjacent users, click the first user of the desired range of users, and then, while pressing the Shift key, click the last user of the desired range of users.
To deselect a user without deselecting other users, while pressing the Ctrl key, click the user that you want to deselect.
To select all providers and staff, select the For All Prov/Staff checkbox.
To save the current Select Journal Entry Types and Select Provider/Staff selections for the next time you open Office Journal for a referral source or destination (depending on the entity that is currently selected in Office Journal), select the Save as Default checkbox.
Click OK.