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How do I find out what Referrals are due to expire?


As there is no expiry reminder for Referrals that have a specific duration rather than a specified number of visits these referrals need to be managed manually. This can be managed by using the Referral Report available from the Reports Section of myPractice. This is done by searching for the dates when referrals were entered and reviewing their duration. These could be done on a monthly basis, for example if most of your Practices referrals last for 12 months then, in October, look at the referrals dated the previous November to see what needs to be renewed.
 
Go to Reports
Click on Referral Report
How do I find out what Referrals are due to expire?
1

Select the date range

1. Select the date range
Select the date range for Referral Date reviewing
In this example: The referrals that are dated during April 2012 are being reviewed
2

Select date type

2. Select date type
Select Referral Date radio button
This means that the Referral Date is the date the search criteria are applied to
3

Group by

3. Group by
Use these options to Group the results by Referrer or Referral Reason
4

Time period

4. Time period
Use these options to Group by Month or Year
5

Click Go

5. Click Go
Click Go to run the report based on the citeria set above
6

Results list

6. Results list
The results of the report are displayed in the results list.
For the Referral example shown, the Duration (Months) of the referral is 6. Hence this referral expired on the 15th October 2012
7

Sort by

7. Sort by 
If the grouping options above are used, then these Sort buttons can be used to sort in descending order the Referrer or Reason groupings based on the count of each group.
8

Grouping - results manipulation

8. Grouping - results manipulation
To group the results, drag any column headings required into the Group by pane
To un-group, drag the column heading back into the Column heading row
9

Preview & Print

9. Preview & Print
Click Preview or Print as required
The report can be saved or emailed from the Preview options
10

Export

10. Export
Export and save the report results into Excel
11

Close

11. Close
Click Close to close the report.