Tuesday, July 5, 2016

The Referral Slip, Your Ticket to a Successful Hand-off

It happens to every dentist. A patient comes in with an issue you'd rather refer to someone elsea specialist, an oral surgeon, or  an orthodontist.

So the question becomes, "What do I need to do in Dentrix if I'm referring out the procedures?"

There are a couple of things you must do. First, enter the treatment-planned procedures in the Patient Chart as usual, and then refer the procedures to another provider.

Then, print a referral slip for your patient to give to the doctor you are referring them to. The referral slip contains patient, referring provider, and referral information, a list of the procedure(s) being referred, and any additional notes you want to enter.

To print a referral slip:
  1. From the Patient Chart, select the patient to be referred.
  2. From the File menu, select Print and then click Referral Slip.


    The Print Referral Slip dialog box appears.

  3. In the Date Range fields, enter the range of dates for the referred procedures you want to print on the referral slip.
    Note: Dentrix only prints the referred procedures that were treatment-planned within the date range that you enter her, and are flagged as referred.
  4. In the Additional Notes field, enter any notes you want to print on the referral slip (up to 500 characters).
  5. Do one of the following:
    • To print the referral slip immediately, click Print.
    • To send the referral slip to the Batch Processor, click Batch.

For additional information see the Editing Treatment topic in the Dentrix Help. 

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