RE: [ACEsthetics] How do you account for patients you refer out to specialists

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

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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