Referrals by Patient Report

You identify who referred your patients to your office on the patient's Patient Information Panel. Referral sources that are also patients are included on this report. Non-patient referral sources, such as dentists and marketing campaigns, are not included.

This report uses the patient's computer Entry Date from the Milestones panel of the patient Home page as the referral date. This date cannot be changed. The Referrers section of the Patient Information Panel could have a different date.

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.

This report looks at only the patient's most recent exam date. Any other exam dates are ignored.

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 prints the sum of all of the patient's contract fees for all treatments, including completed and active contracts. However, if the referrer was added to the patient folder AFTER a contract was created, the report indicates "NA" in the treatment fee column.

Select Reporting from the Reporting section of the Home ribbon bar. Then from the Patient section, open the Referrals by Patient report. You can double-click the report name, or click Run at the top of the window to continue. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

The Referrals section of the Patient Information Panel shows how many patients this patient has referred to you. You can click the link to launch the Referrals by Patient report for that patient. If the patient does not have a link, they have not referred any patients to you

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.