Denticon recommends:
- Click the word “Reports”
- Select “Referral Reports”
- Two report options:
- Referral Production List
- Referral Production Listing by Zipcode
- Define the report date range parameters
- If desired, indicate a specific referral type
- Click the Print/Preview button
The reports will provide:
- Number of patient visits, per patient
- Number of posted procedures, per patient
- Production (procedure transactions posted)
- Collection (amounts paid toward posted production)
- Adjustments
Note: The reports' data is limited to only the OID the report is run in while the patients being reported on are in that OID. Cross OID data is not available in the report at this time. If the office or referral of a patient is changed, the results for that patient will only reflect activity in the new OID and no historical referral production data is available for the old OID.
This report is intended for use for Marketing purposes, to analyze the return on investment of different referral sources of patients that an office by showing the current production produced for patients with those referral sources at the time of reporting.
For more detailed understanding of of Production or Collection across the PGID, please refer to our reports specifically designed for that purpose such as Reports > Daily Reports > Production Report and Reports > Daily Reports > Collections Report.