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Referred Procedure Tracking Report

Use the Referred Procedure Tracking report to track pending and completed Procedures that have been Referred Out

Note: To control user access to this report, see Report Setup - Security Permissions.

  1. In the main menu, click Reports, Standard.
  2. In the Lists section, click Referred Proc Tracking.

Referred procedures that that meet the default critieria will list. Double click a referred procedure to view and edit.

  1. Change the report criteria if needed, then click Refresh to update.
    Date From/To: Enter the date range. The default is one month.
    Show Completed Procedures: Check to include referred out procedures that have a Date Done (Date Proc Completed on Edit Referral Attachment window).
  2. Click Print to print directly to the default printer.


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