Skill Sharpeners

Exercise 1: Create a Referral Category

Create a referral category for endodontists.

To create the referral category:

Select Tables > Referrals > Categories.
Click New.
Type the description Endodontists.
Click Ok.

Exercise 2: Delete a Referral Category

Delete the referral category you just created.

To delete the referral category:

Select Tables > Referrals > Categories.
Type the description you used in the Description field. If you do not remember the description, click Display All.
From the list, select the category that you want to delete.
Click Delete.

Exercise 3: Print a Referral Report

Print a report for the last calendar month that lists the number of patients from various zip codes who have been referred to you and the dollar amounts of those referrals.

To print the Zip Code Analysis report:

Select Reports > Referrals > Zip Code Analysis.
Select the All zip codes option, and enter the date range of the last month.
Click Print.