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New Patients by Referral

Owned by Richard Harris
Last updated: Jun 02, 2021
3 min read

Use this report to identify how new patients heard about the practice or about a particular Provider. You can track how effective an advertising medium has been, or to identify patients who are referring friends and family to the practice.

NOTE:

  • Patients are only reported if they have had a completed appointment. Failed To Arrive patients are not included in the report.

  • It is not necessary for patients to have paid to be included in the report.

  • When a particular Provider is selected for reporting, patients must be "owned" by that Provider to be included in the report (a Dentist or Hygienist must be specified in the Details tab of the patient file).

Patients who are not owned by a Provider are only included in reporting when the report is for all Providers.

 

To Run the 'New Patients by Referral' Report:

Select Administration > Reports and select New Patients by Referral,

This will open the Print New Patients by Referral window:

Provider options:

To generate a report for the entire practice, leave the Provider(s) field blank.

NOTE: This is the only way to include in the report those patients who have no “owning” Provider.

To generate a report for an individual Provider choose the Provider with the selector button.

 

To generate a report for multiple Providers, click the Multiple button and choose the combination of Providers.


Use the From and To date fields to define the date range for the report.



The Include Details check box defines the level of detail for the report.

If this is not checked the report will show:

  • Referee's Name

  • Phone Numbers (Home and Work - if available)

  • Count of the numbers of patients referred per referee

  • Total count of referred patients

If this is checked the report will show all of the above plus the following:

  • List of all patients referred by each referee with the following details of those patients:

    • Patient Name

    • Patient Payor (if available) and Payor Band (if available)


    Click Print to send the report to the printer, Preview to preview on screen (and then to optionally print from the Preview screen), Email to email a copy of the report to an email recipient, Export to export the report, or Cancel to return to the previous screen.

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