Marking Procedures as Referred Out

Individual procedures can be set as referred out. To track these referred out procedures, use the Referred Procedure Tracking Report.

  1. On the Procedure Info Window, click [...] next to Referral to select the referral source (right side of window).
  2. Click Refer To to add a referral source.
  3. Single click on a referral in the Referral List and click OK to select.
  4. If desired, double click on the referral in the Referrals Attached grid to enter information for tracking.

    • Status: The status will show on the Referred Proc Tracking Report. Options are Declined, Scheduled, Consulted, In Treatment, Complete.
    • Procedure: Shows the procedure abbreviation.
    • Date Proc Completed: Enter the date when the procedure is completed. This date determines completed procedures on the Referred Procedures Tracking Report.

By default, this window shows only referrals for this single procedure. To show all referrals for the patient, whether attached to a procedure or not, click Show All.

Usually a procedure is referred out to a single referral, but you may attach multiple referrals if needed.

Attaching referrals to procedures is completely independent of the procedure status. Usually you will also set the procedure status to Referred. When the referred treatment is completed, you can either leave the status as is, or change it to Existing-Other so that colors on the graphical tooth chart will look the same as other completed work.

Referral Slips: Click to generate a Referral Slip. Attach specific referral slips to specific referrals in the Referral List. Once created, referral slips can be viewed in the Account or Chart modules.