Referred Procedure Tracking Report

Use the Referred Procedure Tracking report to track pending and completed procedures that have been referred out. Marking Procedures as Referred Out

Note: To control user access to this report, see Report Setup: Security Permissions.

  1. In the Main Menu, click Reports, Standard.
  2. In the Lists section, click Referred Proc Tracking.

    Referred procedures that meet the default criteria will list. Double click a referred procedure to view and edit.

  3. Date From/To: Enter a report date range. The default is one month.
  4. Show Completed Procedures: Check to include referred out procedures that have a Date Done (Date Proc Completed on Edit Referral Attachment window).
  5. Click Print to print directly to the default printer.