Referral Reports

PracticeWorks helps you track referrals to and from your practice, as well as by patient.

Select File > Print > Referral Reports to access the report options. Select a report to generate, and then enter your criteria in the window that is displayed.

There are three reports you can use to track referrals and the associated financial data:

Incoming

Sample Report

Printed for any date range to list patients that were referred to a practice from another professional for specific treatment. It is typically used by specialty practices to track patients referred to them by general dentists.

You can set the criteria to list all incoming professional referrals for the specified date range, or request data for only one referral source.
Outgoing

Sample Report

Printed for any date range to list patients that were referred out to another practice for specific treatment. It is typically used by general dentists to track the patients referred out to specialty practices.

You can set the criteria to list all outgoing professional referrals for a specified date range, or request data for only one referral source.
Patient

Sample Report

Printed for any date range to show how patients were referred to the practice. It is useful for tracking marketing initiatives, as well as reward programs for patients who refer new patients.

You can set the criteria to list all referrals for the specified date range, or request data for only one referral source.