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How to find the number of treatments a dentist has referred to a hygienist

๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use the 'Practitioner Activity' report to track referrals from a dentist to a hygienist

Amber Morris avatar
Written by Amber Morris
Updated today

How can I find the number of treatments a dentist has referred to a hygienist?

  • In the 'Reports' menu, select the 'Practitioner Activity' report.

  • Set the date range and location as needed.

  • Use the 'Practitioner' filter to select the hygienist who will have carried out the work.

  • Set the 'Referrer' filter to the dentist who referred to the hygienist.

  • Adjust the treatment filters if needed.

Dentally  Practitioner Activity Report Practitioner and Referrer
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