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.
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.