View Referral Source Entry screen, view Referral Source Report Parameters screen.

Patient To Patient Referrals
When patients refer other patients, selecting the referral source is handled differently. Select the second referral source from the Referral Source drop down list of the Patient Entry screen. This is the reserved "..Patient" referral source. Then click on the Add/Edit Referral button. The Add/Edit Referral Source screen will appear. On this screen, click on the Select Patient Referral button. The usual Patient Search screen will appear. Find the patient using the search screen. The patient's name and account number will then appear in the Patient Referral Source text box of the Add/Edit Referral Source screen.

Referral Reports
Two options on the Reports Menu are referral reports. These are Referral Listings and Patient Progress. These will now be discussed.

Referral Listings
Clicking on the Referral Listings button of the Reports Menu will bring up the Referral Source Report Parameters screen. Three separate reports can be printed from this screen. These reports are the "Referral Listing," the "Referral/Patient Listing," and the "Patient To Patient Listing."

Referral Listing Report Options
The three referral listing reports have certain options in common. These options will now be briefly described.

• Totals Date Range - The Totals Date Range also describes the activity date range. That is, if totals (or production) was generated, the patients must have been in the office for treatment. By defining a Totals Date Range you will limit the report to patients who have been in the office for treatment within that range.
• First Visit Date Range - The Totals Date Range will limit the report to patients who have had production activity within some specified range. However that would not give you information as to how much of your current production is accountable to recent referrals. For example, the Totals Date Range by itself would include a patient who was referred five years ago as long as that patient's activity fell within the Totals Date Range. To limit the report to new referrals only, use the First Visit Date Range. For example, to limit the report to activity from patients who were referred in March, create a First Visit Date Range starting March 1, 20xx to March 31 20xx.
• Specific Referral Source and Category - With these options you may limit the report to one or more referral sources or referral categories.
• Last Referral Date Range - This will limit the report to referral sources who have made a referral within a specified date range. For example, assume today is June 30, 2006. To exclude referral sources from this report who have not made a referral within the last six months, create a Last Referral Date Range from January 1 2006 to June 30, 2006. A referral source whose last referral was March 12, 1997 would not be included on this report.