GP Referrals | Smartsoft Community

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

Gavin

8 Posts
1 Reply Like

Posted 3 years ago

3 years ago

Timothy, Business Care Manager

861 Posts
259 Reply Likes

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 www.smartsoft.com.au/support I can provide you with an SQL script you can run to export this information to Excel.

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3 years ago

Trevor

70 Posts
15 Reply Likes

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

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