Wednesday, February 22, 2017

Referral Coordinators . . . tracking your gift baskets is super easy

Last week, I was talking directly to the referring doctor coordinators who work in specialty practices. I detailed an idea of how to keep track of your referral slips that come in and the patient does not have an appointment. If you want to re-read it, CLICK HERE because this article ties right into it.

How are you tracking your gratuities to your referring docs? Do you have a manual spreadsheet that you use to track the amazing gift baskets and coffee mugs you give away? What if you could track it in your Dentrix software, see the analysis and view it on the Referred By report? Let’s find out how.
When you enter the referral source in the patient’s family file, you also have the opportunity to add the gratuity here. Click on the Referred By on the Family File and then click on the Analysis. Here you can click on the Add Gratuity and either select the gratuity or add a new one. When you click on the Analysis again, you will see a list of all the gratuities this referring source has received over their history of working with you.


When you run a Referred By Doctor/Other report, the gratuity will also show on this report. Having all the information about your referring doctors, gratuities and knowing where to find the referral slip at your fingertips is so important to your specialty practice. Your practice management system can help you with almost everything. It just needs you to input the data.  

CLICK HERE for other articles on referral management.


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