The Referred By Patient Report lists the patients that have been referred to your practice by other patients. This report also lists the production totals resulting from each referral. You can also print mailing labels for each referral source.
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Why: |
To track revenue resulting from patient referrals |
When: |
As needed |
To generate the report
In DXOne Reporting, select Management, and then double-click Referred By Patient.
The Referred By Patient dialog box appears.
Set up the following options:
Referral Date - To filter the report by referral date, do one of the following:
To include referrals for patients who have been referred to your practice within a date range that you specify, select the Specific Range option. With this option selected, do one of the following:
Enter a date range (in a m/d/yyyy format) in the From and To boxes.
To select a date, do the following for From and To:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month, using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year, using the left and right arrows, and then click the correct month.
Click the correct day.
To include referrals for patients who have been referred to your practice within a date range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:
Current Day Current MTD Current Fiscal YTD Current Calendar YTD |
Previous Day Previous Week Previous Month Previous 3 Months Previous 6 Months Previous Fiscal Year Previous Calendar Year |
Next Day Next Week Next Month Next 3 Months Next 6 Months Next Fiscal Year Next Calendar Year |
Production Date - To filter the report by production date, do one of the following:
To include referrals for patients who were referred to your practice and who have completed or treatment-planned procedures with dates that are within a range that you specify, select the Specific Range option. With this option selected, do one of the following:
Enter a date range (in a m/d/yyyy format) in the From and To boxes.
To select a date, do the following for From and To:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month, using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year, using the left and right arrows, and then click the correct month.
Click the correct day.
To include referrals for patients who were referred to your practice and who have completed or treatment-planned procedures with dates within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:
Current Day Current MTD Current Fiscal YTD Current Calendar YTD |
Previous Day Previous Week Previous Month Previous 3 Months Previous 6 Months Previous Fiscal Year Previous Calendar Year |
Next Day Next Week Next Month Next 3 Months Next 6 Months Next Fiscal Year Next Calendar Year |
Provider - To filter the report by the providers that are associated with procedures for referred patients, do one of the following:
To include all providers that you are allowed to generate the report for, select the All checkbox.
To include specific providers, do the following:
Click the search button 
.
The Select Providers dialog box appears.
Note: Only the providers that you are allowed to generate the report for are available.
If the list is long, to search for a provider by ID, first name, last name, and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a provider's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.
Click Show Results to view a list of matching providers.
Note: To return to viewing the list of all the providers, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more providers.
Note: To select multiple providers, click a provider, and then, while pressing the Ctrl key, click the other desired providers. To select a range of adjacent providers, click the first provider of the desired range of providers, and then, while pressing the Shift key, click the last provider of the desired range of providers.
Click Add.
Repeat steps b-d as needed to add other providers.
Note: To not include a provider that you added, select that provider in the lower list, and then click Remove.
Click OK.
Referring Patient - To filter the report by referring patient, do one of the following:
To include all patients in the clinics that you are allowed to generate the report for, select the All checkbox for both From and To.
To include a specific range of patients, select the starting patient (alphabetically by last name) of the range for From and the ending patient of the range for To.
To include a specific patient, select the same patient for both From and To.
To include an open-ended range of patients, select a patient for either From or To, and then select the All checkbox for the other option.
To select a specific patient for From or To, do the following:
Click the corresponding search button
.
The Selection Patients dialog box appears.
Note: Only the patients in the clinics that you are allowed to generate the report for are available.
Do one of the following:
To get a list of all patients, do not enter any search criteria.
To search for patients by last name, birth date, status, chart number, Social Security Number, ID, and/or home phone number, enter the first character or more of a patient's last name, birth date, status, chart number, Social Security Number, ID, and/or home phone number in the Name, Birthday, Status, Chart#, SS#, OtherId, and Home Phone # boxes, respectively.
Note: To clear any text that you have entered, click Clear Search.
Click Show Results to view a list of patients.
Note: To clear the list so you can search again, click Search.
In the list, select a patient.
Click OK.
Report Type - Select one of the following options:
Referred By Report - To generate the report.
Mailing Labels - To generate mailing labels with each referring patient’s name and address. With this option selected, the Columns list is available. From the list, select the option that corresponds to the number of columns of labels that your label sheets have.
Click Save as Default to save the current settings for the next time you run the report.
Click Clear Defaults to revert the dialog box options to the original defaults.
Click Schedule to schedule a report job.
Click OK to preview the report.
Important information this report provides
Referring Patient Information - The name, mailing address, phone number, and gender of patients that have provided referrals to your practice.
Referral Details - In addition to the date and description of the last gratuity that was given to the referring patient, the following information appears on this report:
Total Referrals - The total number of patients who were referred by the patient. Be aware that report filters have no affect on this number; this number represents the total number of patients who have ever been referred by the patient.
Listed Referrals - The total number of referrals displayed on the report for the referring patient.
Referred Patients - In addition to the name and referral date, the following information is listed for each referral displayed on the report:
Treatment Plan - The total value of treatment plans for the referral.
Production - The total value of completed procedures.
Balance - The referral’s current balance.
Report Totals:
Total Referrals - The total number of referrals that were provided by the referring patients.
Listed Referrals - The total number of referrals that are listed on the report.
