Referral Report

You identify who referred your patients to your office on the patient's Patient Information Panel.

The patient's computer Entry Date is found on the Milestones panel of the patient Home page. This date cannot be changed.

The patient's referral date can be viewed and changed when you edit the Patient Information Panel.

You can find the Start Date on the Findings page of the patient folder.

This report looks at only the state date of the patient's current treatment phase, as found on the Patient Information Panel. Start dates from any other treatments the patient has been in are ignored.

The "exam date" is the date the patient kept an appointment with the type of "Exam", as found on the patient's Appointment History. This requires that you identify your exam procedures appropriately in your Appointment Type / Procedure editor, and that you process patient appointments as Kept / Missed, etc regularly.

If you filter this report by Exam Date, Edge Cloud looks at all of the patient's exam dates to determine whether they should be included on the report. Regardless of which exam date was used to include the patient, the most recent exam date is printed on the report.

You identify the patient's dentist on the Patient Information Panel. Other professionals, such as endodontists and oral surgeons, are ignored.

This report uses the patient's current status, as found on the Patient Information Panel, and ignores any other status the patient may have had in the past.

This report uses the sum of all of the patient's contract fees for all treatments, including completed and active contracts.

Select the details you wish to include on the report.

Summary - Single Date Range - Choose this report type to review the referral statistics for a specific date range, sorted by referral source. The report includes the number of patients referred and started, the percentage of starts, and the total and average treatment fees for each referral source. No patient details are included in this report.

Summary - Dual Date Range - This report is the same as the Single Date Range report, except that it provides a way to compare referral statistics for two sets of dates, and includes the percentage of change between the dates. You might use this report, for example, to compare referrals for this year to the referrals a year ago.

Detail - Choose this report type to review the patients referred by each referral source during a specific date range. The report is sorted by referral source, and includes the name and id, entry, start and exam dates, and total treatment fee amount of each patient referred.

Choose which type of date to use for determining which patients should be included.

Entry Date - The date the patient was first entered into Edge Cloud. This is found on the Milestones panel of the patient folder Home page. This date cannot be changed by you.

Start Date - The Start Date of the patient's current treatment phase. This is found on the Findings page of the patient folder, and correlates with the contract start date. The start dates of other treatment phases are ignored.

Exam Date - The date the patient kept an appointment with the procedure type (not procedure description) of "exam". This is found in the Appointment History option of the Appointments panel of the patient folder Home page. The panel must be expanded in order for you to see the appointment history.

Referral Date - The date the patient was referred to you. You can see this date when you edit the Patient Information Panel.

Enter the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. You can also enable a Smart Date option to automatically calculate the dates for you. When a Smart Date is enabled, any dates you enter manually are ignored. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.

When you choose to include professional referrers in your results, you can enable this option to group those results by practice (as listed in your Professionals editor), rather than by individual referrer names, The report will include a summary of the entire practice's referral statistics.

Choose to include only the records for a specific office, or include the records for all office locations in your practice.

Choose to include only the records for a specific doctor, or include the records for all doctors in your practice.

If you have Edge Specialist, you may choose to include only records for a specific specialty, or include the records for all specialties in your practice.

You may optionally select a subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Subgroup Editor" for details about creating your subgroups. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, that information appears just under the report title so you know which criteria was used to generate the results.

If this report supports showing / hiding the details that comprise report totals, you can click the expand / collapse icons to show / hide the details. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.

While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)

While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.