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Post by childandfamilyeyes on Feb 13, 2014 12:58:10 GMT -6
I would like to be able to pull up a weekly or monthly new patient referral report. Right now it is configured to enter the date of the referral as the date that the patient was entered into the system not the date of service. So when a patient schedules a month or two months in advance and we enter in the referral information when they come in for the appointment it will not show up on that months report but bumps it back to the month it was entered and scheduled. Thanks!
Jessica @ Child and Family EyeCare Center
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Post by peter@crystalpm on Mar 3, 2014 10:15:30 GMT -6
It sounds like you would like to associate the date of service with the referral instead of the initial contact. Let me explain how we envision the referral system to work, which might explain why your patients aren't where you expect to find them.
Crystal tracks 3 types of referrals that come into your office, and these are associated with different advertising and marketing programs that various offices have tried over the years. For offices that offered to patients some incentive to refer their friends and family, you can track when patients can be referred by other patients. For offices that have used a more traditional advertising of newspaper adds, tv/radio commercials, flyers, etc. we can add a descriptive name for these advertising channels to the Other Referral list (Admin->Defaults->Patient Page Defaults->Other Referral) so you can tell which are more effective at bringing in new patients. And we have professional referrals from other practitioners that send patients our way.
In all of these cases though we count them as a new patient when the patient record is created, which is usually when they first make contact with your office to set up an appointment. This more accurately reflects when the actual referral was made.
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Post by joepfeiferod on May 3, 2014 17:23:03 GMT -6
We would like to track primary care physicians/endocrinologists that refer patients to our office for diabetic care and in turn be able to pull their names and addresses onto our outgoing diabetic reports. We have avoided doing so because when a physician is chosen as a professional referral their UPIN numbers and data get pulled onto the HCFA form which wrecks havoc on the business office. Logically, physicians referring diabetic patients should be tracked in the professional referral area of the program and not in the other referral tab or patient tab. Would it be possible to add a checkbox onto the record of the professional referral that would indicate whether or not to include information on the HCFA. This would allow us to differentiate a professional referral for cataract surgery post-op care (co-management) vs a diabetic report or PCP report.
Joe Pfeifer
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Post by KizerOpt on May 5, 2014 7:32:49 GMT -6
I have not been using the referral section to enter physician referrals for that reason. they show up everywhere. I also noticed that I seemed to be forced to do a transfer in of care when there is a referral there. We don't always need that, esp if they are referred by their insurance company!
Karen
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