Below are instructions to run new patient reports in both Dentrix & EagleSoft so you can look to see how many referral sources you are capturing. If you’re not at 95% or more, then you may want to set up a system to make sure you’re gathering these referrals.
You will see the first visit date, first procedure date and the referral source listed.
This first report shows you all the new patients.
Next, you have to run a separate report to find the referrals:
Now, you need to compare these two reports to find a new patient listed on the first report, but not listed on the Referral report – those are the ones missing referrals.
Now that you know how many new patient referral sources you’re capturing – you may want to set up a system to gather the rest. If you would like to learn more about the New Patient Referral Tracking system I’ve used in other practices that has been very successful, click here: