How do I track new referrals to my office?

Referrals to your practice can be tracked in ChiroFusion using the 'New Patients' report.

You can run a 'New Patient' report in ChiroFusion to track new referrals to your practice. The system identifies a patient as 'New' based on the status assigned to the appointment when it was created.

For example, if an appointment is created on 2/7/16 with status 'Scheduled New Patient (SNP), the patient is identified by the system as 'New' and will show in a New Patient report that includes that date. For subsequent appointments, the system will not consider the patient as a new patient as the appointment status will have changed to 'scheduled current patient' (SCP).

 

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Be sure to always update a patient's appointment status when scheduling. 'Scheduled New Patient' should always be used for the initial visit, while all subsequent visits should use 'Scheduled Current Patient.'