Referrals Widget

Use your Referrals widget to see up-to-date trends among your referral sources. You can view referrals for any range of dates or time periods, include only certain types of referrals, narrow the list by orthodontist or office, and sort the results by a number of data types.

How to Get Here

Open the Referrals Widget - Widget Library ribbon bar > Referrals > Dashboard or Application widget

Use This Feature

Choose Your Settings - Click the Settings icon on the widget tool panel to select the type of referrals you want to display.

Widget Details - Your selected time frame is listed in the widget header for easy recognition of the data you are viewing.

Re-Sort Data - Click a column heading to sort by that data type.

Open a Record - Click a name to open that referrer's record.

Send Email - Click the email address to the right of a referrer's name to send an individual email, or select multiple referrer names and right-click to send an email Quick Message. See "Send Quick Email Messages" for details.

Widget Panel Options - Depending on your device and panel format, you can expand and minimize widget panels, move the widget location on your screen, float them in their own windows, refresh and print data, and close the widget when you no longer need it. See Application widgets or Your Dashboard for details about using these features.

More Information

Referral Report Option - Run a Referral report to obtain a list of referral sources and the patients they have referred to your practice. You can run the report for any range of dates or time periods, and choose to see just a summary of the data, or a detailed list of the patients referred within your time period. You can optionally group the referrers by practice name. See "Referral Report" for details.