Referral Report

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parksjdp
Posts: 116
Joined: Tue Sep 04, 2007 1:38 pm

Referral Report

Post by parksjdp » Wed Nov 19, 2008 5:08 am

Is there a way to add to the referral report, who actually got referred? Or is there already a way to do that? Currently, all I can see is the person who referred and how much in production the generated.

Thanks
JD Parks
Pratice Manager
Patera Family Dentistry
712-364-3101
jparks@paterafamilydentistry.com

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jordansparks
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Location: Salem, Oregon
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Re: Referral Report

Post by jordansparks » Wed Nov 19, 2008 6:54 am

Maybe you're looking for the new patient report?
Jordan Sparks, DMD
http://www.opendental.com

parksjdp
Posts: 116
Joined: Tue Sep 04, 2007 1:38 pm

Re: Referral Report

Post by parksjdp » Thu Nov 20, 2008 5:24 am

Not really. The referral report that is built into the reports function show this.

Referring Patient/Person Last Name First Name Count Prodcution completed



I would also like to know who that person referred without much digging. So lets say that I reffered Joe Blow to your practice and he had a RCT and PFM done. The report would show as follows.

Parks Justin 1 $1,500


I would like to see Joe Blow listed as well.

Any ideas?
JD Parks
Pratice Manager
Patera Family Dentistry
712-364-3101
jparks@paterafamilydentistry.com

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jordansparks
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Posts: 5746
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
Contact:

Re: Referral Report

Post by jordansparks » Thu Nov 20, 2008 8:08 pm

I understand now. Sounds like you need to add it to the request page.
Jordan Sparks, DMD
http://www.opendental.com

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