The Refer Out report is used to track the patients that were referred out in the selected time frame. This will let the practice keep track of all the referred-out patients. The report shows real-time data in a single view.
Competitor Reports
- Referred To (Dentrix)
- Patients currently Referred Out (Eaglesoft)
- Referred Procedure Tracking Report (Open Dental).
Use Cases
- Follow up with patients referred out for the next step of treatment.
- Track missed opportunities and evaluate the service mix.
Let's get started!
- Navigate to the System Menu > select Operational Reports under Insights.
- Click the + icon on the left or the Generate Report button on the right for the chosen report.
Explore below to learn more about the desired views, filter criteria, and results.
Let's explore the filters:
| No | Filters | Description |
| 1 | Date Range* |
Generate Refer Out data based on your selected date range. *By default, the date range will be for the current day. |
| 2 | Location* |
Select this option to focus the report on patients who were Referred Out from the selected location(s). *By default, the location will be the user’s default location. |
| 3 | Referred By | Select this option to focus the report on Refer-Outs generated by the selected in-house provider(s). |
| 4 | Referred To | Select this option to focus your report on Refer-Outs made to the selected recipient. |
| 5 | Referral Provider | Select this option to focus your report on Refer-Outs made to the selected referral provider(s). |
| 6 | Referred to Specialty | Select this option to focus your report based on the specialty of the referral provider. |
| 7 | Patient Flag | Choose to focus the report based on the patients with the selected patient flags. |
| 8 | Patient | Choose to focus the report based on the selected patients. |
| 9 | Columns* | Choose the columns you wish to see in this report. By default, all the columns will be selected. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 5 Treatment Locations or a date range exceeding 3 Months will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result
Now, let us take a look at the results of the Refer Out Report.
- Referred To: The provider to whom the patient was referred out.
- Specialty: The specialty of the referral provider.
- Referred By: The short name of the provider that has referred the patient out.
- Referral Provider: The provider to whom the patient was referred out.
- Location: The short name of the location from which the patient was referred out.
- Patient ID: The system-assigned number used to identify the patient and their records. On clicking on the Patient ID, the user is taken to the patient's record of referrals.
- Patient Name: The name of the individual that was referred out.
- Phone Number: The contact number of the individual referred out.
- Referral Date: The date the patient was referred out.
- Last Visit: The date of the patient's last visit to your office.
- Exp. Visit: The date of the expected visit from the patient recorded during the time of refer out.
- Next Visit: The date of the patient's next visit to your office (if an appointment is scheduled).
Click on the blue-colored entries to view more information on the corresponding entry.
To enable permissions for the Refer Out Report:
- Navigate to the System Menu > Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Insights.
- Select the Generate Refer Out Report option under Operational Reports to enable the permission.
- Click Save.
- On the Confirm Action modal that appears, click Yes to proceed.
- A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this comprehensive guide to efficiently generate reports, explore various use cases, and apply the necessary filter criteria to generate the desired report. Following this guide will help you create reports quickly, understand the different views available, and customize reports to meet specific needs.
Click here to explore the complete list of permissions and their descriptions.