I recall being able to track this in PW yrs ago. you have to input ref docs info and then put it in when the ref happens. And then can print a monthly report. I swear it can do that, Rick. Pls ck w them and let us know.
Lisa Marie Samaha, DDS, FAGD, PC
251 Nat Turner Blvd, Newport News, VA 23606
Phone: (757) 223-9270 Fax: (757) 223-9264
Email: SamahaDDS@PWDentalarts.com
Website: www.PWDentalArts.com
From: acesthetics@googlegroups.com [mailto:acesthetics@googlegroups.com] On Behalf Of Rhonda@milesglobal.net
Sent: Friday, March 29, 2013 12:20 PM
To: smarkus147545@comcast.net; riccoker@gmail.com; David Hamel
Cc: Ace
Subject: RE: [ACEsthetics] How do you account for patients you refer out to specialists
Steve,
I used a manual system for tracking. I don't know of a p.m. software system that would do what we did.
Any patient referred:
The referral dentist had a one page letter sent within one day of my examination. It discussed:
Patient's health history
Contact information
Patient's concerns
My findings and recommendations
What I was asking the specialist to consider
If multi-specialists were involved, they were cc'd on each other
The letter drove referrals to my practice. When the specialists saw the quality of my care and attention to detail, they referred.
The tracking system was maintained and worked by my lead assistant, Kathy.
It was a simple binder, alphabetized. All copies of correspondence (from them to me and back) went in there for a quick visual reference. They were also scanned into the patient's record. We had a tracker on the front: Date, referred to, due dates etc
You're absolutely spot on about worrying about the black hole. It's true, whether you're chartless or still with paper charts.
An Excel spread sheet on the desktop in a file may also work. While simple, it was easy to have all referred patients in one spot, easy to flip thru and monitor.
Best regards,
Rhonda
From: acesthetics@googlegroups.com [mailto:acesthetics@googlegroups.com] On Behalf Of Steve Markus
Sent: Friday, March 29, 2013 3:58 AM
To: riccoker@gmail.com; David Hamel
Cc: Ace
Subject: Re: [ACEsthetics] How do you account for patients you refer out to specialists
On a daily basis I have a sheet that I complete manually for treatment presented but not scheduled, and for patients referred out. On a weekly basis I hand it to my admin for cross reference of her files, and to start certain patients into an email campaign I created on Infusionsoft to stay in front of the patient so they don’t forget us. This coupled with a monthly newsletter sent using SmileReminder gives us a much better chance at closing the holes in the net.
Steve Markus
The Centre for Dentistry at Haddon
209 White Horse Pike
Haddon Heights, NJ 08035
www.SmileSouthJersey.com
856 SMILE S J
From: Rick Coker
Sent: Thursday, March 28, 2013 11:01 AM
To: David Hamel
Cc: Ace
Subject: Re: [ACEsthetics] How do you account for patients you refer out to specialists
Well, I am going to see what sort of Practice works report can be done and be sure to do that weekly, but we can always do a spiral notebook, or a online report of some kind. One thing I am going to do is to be sure that all the specialists get a clear message of what I expect FROM them when I refer.
Rick
On Thu, Mar 28, 2013 at 9:58 AM, David Hamel <hameldds@gmail.com> wrote:
Rick, as an old timer, here is what I've discovered about the black hole syndrome. It has gotten bigger with every update of computerization in my office. What happened to the good ol days of writing it down on a spiral notebook when someone was referred out or missed an appointment? Now we can scan for patients not seen since... but they are basically lost behind a computer screen in my office to a higher degree.
Dave
David Hamel DDS
1200 Broadway
Marysville, KS 66508
KDA Past President 2010
On Mar 28, 2013, at 8:27 AM, Rick Coker wrote:
I am wanting to develop a form where I can know what happened with each patient I refer out to a specialist- surgeon, implant guy, endodontist, periodontist.
I fear the "black hole" syndrome, where you really don't know what happened with your folks, and sure, I can go look in practiceworks at a particular patient, but what if I don't remember that patient's name?
How do you handle this?
Rick
--
Dr. Rick Coker, DDS, FACE
Director, Academy of Comprehensive Esthetics
www.tyler-smiles.com, www.tylersleep.com
http://www.google.com/profiles/riccoker.
903-581-1777
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Dr. Rick Coker, DDS, FACE
Director, Academy of Comprehensive Esthetics
www.tyler-smiles.com, www.tylersleep.com
http://www.google.com/profiles/riccoker.
903-581-1777
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