HOW DO I...?
REFERRING DENTIST INFORMATION

DISPLAY A LIST OF REFERRING DENTISTS

1 Under the Administration sub-menu, choose Referring Dentists.

This will create the Referral menu in the menu bar.

2 Choose Dentists from this menu to display the referral list.

 

CREATE A NEW REFERRING DENTIST RECORD

1 Under the Administration sub-menu, choose Referring Dentists.

This will create the Referral menu in the menu bar.

2 Choose Dentists from this menu to display the referral list.

3 Double-click in the list to display the Referring Dentist editing window.

4 Click New in the toolbar.

5 Enter the information into the various fields.

6 Click on Confirm in the toolbar to finalize your changes.

 

EDIT A REFERRING DENTIST RECORD

1 Under the Administration sub-menu, choose Referring Dentists.

This will create the Referral menu in the menu bar.

2 Choose Dentists from this menu to display the referral list.

3 Double-click on the entry to edit. This will display the Referring Dentist editing window.

4 Click Edit in the toolbar.

5 Modify the data as required.

6 Click Confirm in the toolbar to save your changes.

 

DELETE A REFERRING DENTIST RECORD

1 Under the Administration sub-menu, choose Referring Dentists.

This will create the Referral menu in the menu bar.

2 Choose Dentists from this menu to display the referral list.

3 Double-click on the entry to delete. This will display the Referring Dentist editing window.

4 Click Delete in the toolbar.

 

FIND OUT HOW MANY PATIENTS WERE REFERRED BY A DENTIST

1 Under the Administration sub-menu, choose Referring Dentists.

This will create the Referral menu in the menu bar.

2 Choose Report from the menu. This creates the Report window.

3 Choose the dentist from the Referring Dentists list.

4 Check the All Referrals button if you wish to view a list of every patient that has been referred by the selected dentist.

Otherwise, enter dates into Start Date and End Date to restrict the list to only patients who were referred in between the two dates.

5 Click Start.

 



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