Who has this patient referred?

[mikebarrdds]

Is there a way to find out who a particular patient has referred to my practice?

I see that by double clicking on the Referral row in the Family module who referred THIS patient to us, and who we have referred her OUT to. But, I want to find out who SHE has referred TO US.

Is there a way to do this?

Thanks!

[Arna]

Absolutely.

The referral window can track both referred in and referred out patients. If patient A is referred to you from patient B, you would add the 'Referred From' in patient A's chart. The referred from would be Patient B.

[Arna]

Once you set up the referrals correctly, you can use the Referral Analysis report or any of the referral queries to start analysing that data.
One of my favorite referral queries is:

Code: Select all

/*121*/ SET @pos=0;
SELECT @pos:=@pos+1 AS 'Count', p.PatNum, CONCAT(rf.LName , ", ", rf.FName) AS Referral, ra.IsFrom, DATE_FORMAT(ra.RefDate,'%m/%d/%Y') AS RefDate
FROM patient p
INNER JOIN refattach ra ON p.PatNum=ra.PatNum 
INNER JOIN referral rf ON ra.ReferralNum=rf.ReferralNum
AND p.patstatus = '0'
AND ra.RefDate >= DATE('2008-05-01')
AND ra.RefDate < DATE('20015-12-01')
ORDER BY rf.LName, rf.FName;

(List of active patients referred to you or from you in date range, whether or not you saw them - sorted by referral, can be changed easily)

[mikebarrdds]

Hi Arna,

Thanks. I've saved that report and will use it to see the big picture.

But, it doesn't exactly solve this particular question.

I wanted to be able to go into a patient's file and see a field or pop-up window that lists who THAT particular patient has referred to the practice for all dates. Running a report and filtering through all the other patients and referral sources isn't going to work for this purpose.

BTW, the nerd in me likes your signature line about entropy!

[Hersheydmd]

Is there a way to find out who a particular patient has referred to my practice?

I see that by double clicking on the Referral row in the Family module who referred THIS patient to us, and who we have referred her OUT to. But, I want to find out who SHE has referred TO US.

Is there a way to do this?

Thanks!

If you open up the Edit Referral, on the right side you will see
Patients referred TO this referral &
Patients referred FROM this referral

If you want to do it as a query:
SELECT patient.PatNum, patient.patstatus, referral.LName FROM patient,referral,refattach WHERE patient.patnum=refattach.patnum AND referral.referralnum=refattach.referralnum AND refattach.isfrom='1' AND referral.LName='last name of referrer' AND Patient.PatStatus=0
[Note: Patient.PatStatus=0 only returns current active patients.]

[mikebarrdds]

Is there a way to find out who a particular patient has referred to my practice?

I see that by double clicking on the Referral row in the Family module who referred THIS patient to us, and who we have referred her OUT to. But, I want to find out who SHE has referred TO US.

Is there a way to do this?

Thanks!

If you open up the Edit Referral, on the right side you will see
Patients referred TO this referral &
Patients referred FROM this referral

I must not be making myself clear.

That just tells me which specialists I've referred the patient to, and how that patient was referred to my practice. That's not what I'm talking about here.

I want to know which PATIENTS a particular PATIENT has referred to MY PRACTICE.

So... I'm looking at Mrs. Mary Patient's file in OD. I want to see which other PATIENTS she has referred to MY PRACTICE.

Is this making sense? I'm really lost on how else to explain it. In this case, I am NOT interested in how the patient got to my practice. I'm NOT interested in where I've referred this patient out. I'm interested in a list of other patients this patient has referred.

[mikebarrdds]

Bueller?

[Hersheydmd]

I must not be making myself clear.

That just tells me which specialists I've referred the patient to, and how that patient was referred to my practice. That's not what I'm talking about here.

I want to know which PATIENTS a particular PATIENT has referred to MY PRACTICE.

So... I'm looking at Mrs. Mary Patient's file in OD. I want to see which other PATIENTS she has referred to MY PRACTICE.

Is this making sense? I'm really lost on how else to explain it. In this case, I am NOT interested in how the patient got to my practice. I'm NOT interested in where I've referred this patient out. I'm interested in a list of other patients this patient has referred.

I understand exactly what you want. You want to see all the patients Mrs. Jones referred to you.
You must not be looking in the right place.
Click on "LISTS" at the top of OD.
Then click on "REFERRALS"
Find the referral you want to check, say Mrs. Jones and double click on her line. The "Edit Referral" window will open with all of her information.
Now, on the right side of her window there will be a section titled "Used By Patients" (don't know why it was given that name, doesn't make any sense).
Under that section there are two lines each starting with a box showing the number of patients referred TO and the number of patients referred FROM Mrs. Jones. To the right of the box is a drop down list showing all the names of the patients referred TO or FROM Mrs. Jones.
Do you see it?

If you want to run a report instead of using this simple method, the queries I and Arna gave you above will also work.
Mine will give you results for one particular referrer, just replace last name of referrer with the actual name
Arna's query had a typo 20015 should have been 2015.
Also, if you add this line it will give you only Referred From results, which is what you requested

• AND IsFrom = 1

You can also delete the following two lines if you don't want to limit the dates of the referrals

• AND ra.RefDate >= DATE('2008-05-01')
  AND ra.RefDate < DATE('2015-12-01')

Good luck.

[boboffice]

Yes, that's definitely the way to see the list. It would be nice if those two drop-downs were in the patient information window.

[pid_user]

Is there a way to find out who a particular patient has referred to my practice?

I see that by double clicking on the Referral row in the Family module who referred THIS patient to us, and who we have referred her OUT to. But, I want to find out who SHE has referred TO US.

Is there a way to do this?

Thanks!

We use plugin from hrdsq.com which provides the info you are looking for, along with cumulative referral amount earned till date from patient. It helps track and send Thank You notes and/or giveaways based on earnings. They have neatly integrated it with our phone line so when it rings we get a pop-up with this referral info along with other relevant data to handle call based on facts. Saving us lot of time screening/handing calls based on nicely summarized patient data.