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Referral Recap Report

The Referral Recap Report updates providers who have referred patients to your practice to have work done. Dentrix includes all completed treatment that was referred by the provider as well as referred treatment that is still in progress in the report. Dentrix prints a separate Referral Recap Report for each patient.

To generate the report

1.   In the Reports menu in the Office Manager, point to Ledger, and then click Referral Recap.

The Referral Recap Report dialog box appears.

2.   Do the following:

·        Select Referral Source - Select the range of referrals that you want to include. Click the From and To search buttons to select the starting and ending referral, respectively, or leave <ALL> selected in both fields to include all referrals.

·        Select Patient - Select the range of patients that you want to include. Click the From and To search buttons to select the starting and ending patient, respectively, or, leave <ALL> selected in both fields to include all patients.

·        Completed Work Date Range - Type the date range to include in the report in the From and To fields. Dentrix only includes referred procedures completed within the date range in the report.

·        Procedure Code Range - Select the range of procedure codes that you want to include. Click the From and To search buttons to select the starting and ending procedure code, respectively, or leave <ALL> selected in both fields to include all procedure codes.

·        Select Provider - Select the range of providers that you want to include. Click the From and the To search buttons to select the starting and ending provider, respectively, or leave <ALL> selected in both fields to include all providers.

·        Select Billing Type - Select the range of billing types that you want to include. Click the From and the To search buttons to select the starting and ending billing type, respectively, or leave <ALL> selected in both fields to include all billing types.

3.   Type any additional notes that you want to print.

4.   Click OK to send the reports to the Batch Processor.