How are clinician referrals calculated?
This metric shows a breakdown of the number of referrals for various types of treatment (both internal and external)
Referrals are entered by using specific treatment item codes as outlined below.
There are separate codes for internal vs external referrals (denoted by the suffix of "I" for internal and "E" for external).
Internal
| Code | Description |
| OMFSI | Internal referral for oral surgery |
| PROSI | Internal referral for prosthodontist treatment |
| ENDOI | Internal referral for endodontic treatment |
| PAEDI | Internal referral for paediatric treatment |
| PERIOI | Internal referral for periodontal treatment |
| ORTHOI | Internal referral for orthodontic treatment |
| IMPI | Internal referral for implant consultation |
| LABI | Internal referral for labs |
External
| Code | Description |
| OMFSE | External referral for oral surgery |
| PROSE | External referral for prosthodontist treatment |
| ENDOE | External referral for endodontic treatment |
| PAEDE | External referral for paediatric treatment |
| PERIOE | External referral for periodontal treatment |
| ORTHOE | External referral for orthodontic treatment |
| IMPE | External referral for implant consultation |
| SLEEP | External referral for sleep apnoea treatment |
| OMED | External referral for oral medicine |
| LABE | External referral for labs |
These custom codes must be added to your Practice Management Software to track referrals. To add these:
Go to Location Setup --> Items tab --> choose a category (we suggest miscellaneous) and add the new code as a procedure.
Referrals are shown as a donut chart with a segment per referral type. The chart can be filtered to Internal, External or All by clicking the buttons above the chart.

Clinic totals are shown in the text beneath these charts, with amounts shown for:
1) Total number of referrals for the current date range.
2) Number of internal referrals for the current date range.
3) Number of external referrals for the current date range.Related Articles
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