Referral Tracking by Procedure 

In the Procedure Edit window, find the referral section and click the button next to it.

This window will normally only show Referrals for the single procedure, but you can check the box at the upper right to show all referrals for the patient, whether attached to any procedure or not.  A procedure is typically only referred out to a single referral, but you may attach multiple referrals to a procedure if needed.  Referral Slips may be printed directly from this window, individualized per referral source in the Sheets setup.

Attaching referrals to procedures is completely independent of the procedure status.  You would typically also set the procedure status to "referred" at the same time as adding a referral.  When the referred treatment is completed, you can either leave the status as "referred", or you can change the status to "existing-other" so that the color will change on the tooth chart to be more similar to other completed work. 

In the Reports window, Lists section, click Referred Proc Tracking.

All pending and completed referred procedures may be managed from this window.