When you start new social media campaigns to attract new patients to your practice, you want to make sure that you spend your time and money on the most effective campaign. You can use the Referred by Doctor/Other Report to carefully track your referrals and monitor which of your social media campaigns was most effective.
Watch this video to learn how to generate the Referred by Doctor/Other Report. (Duration 1:04)
Additional Tips
- The report generates the total number of referrals per source, as well as the total production generated from those referrals.
- For an accurate report, you must consistently and correctly enter referral information into Dentrix, especially referral dates.
- To learn more about generating the Referral by Doctor/Other Report, read Referred BY Doctor/Other Report in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Generate a Referred by Doctor/Other Report to include referrals from all sources for the last six months. Note: Report data may not be available when generated from the sample database.