GP Referrals

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  • Question
  • Updated 3 years ago
  • Answered
This may have been addressed before but I can't find anything on it.

Is there a report that we can run that will show clients who having upcoming appointments showing when their referral is due to expire.  At the moment we look at individual clients files with upcoming appointments and contact clients to advise referral has expired.  It would be great to run a report as it would be easier to see when referrals expire
Photo of Gavin


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Posted 3 years ago

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Photo of Timothy

Timothy, Business Care Manager

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Hi Gavin. We have just had a look and cannot find a way to include the referral expiry date in a filter on or export of the standard Front Desk reports. We will look at including this in a future release. 

As a side note, if the referral is set to expire within the next 14 days, a warning will automatically appear when billing or receipting the patient.

As a short term solution, if you contact me by opening a support case at I can provide you with an SQL script you can run to export this information to Excel.
Photo of Trevor


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Is it possible to include the referral date in the treatment plan report?