Patient and Doctor Referrals > Running Referral Reports

Running the Who's Due Back Referrals Report

The Who's Due Back Referrals report lists all patients who your practice has referred to other providers. Information on this report includes the patient’s name and ID, referral date, expected return date, referral reason, and last visit date.

• Patients on this report have the Due Back field in their patient record set to a date that falls within the specified date range.

Sample Report

To run the Who's Due Back Referrals report:

1. Select Reports > Practice Management > Referral Reports > Who’s Due Back. The Output Options window is displayed.

2. Select the output option and click OK. The Outstanding Referrals List Setup window is displayed.

3. In the Dates section, click the drop-down arrows to select the starting and ending expected return dates from a calendar.

4. To include patients with future appointments, click the Include Patients with a future appointment checkbox.

5. To include color and shading on the report, click the Include/Color Shading checkbox.

6. Click OK.