Assign a Referral Source to a Patient

Once you have set up all your Referral Sources, you can now assign them against your Patients. You'll want to set up your all your Sources first, so that you can report easier down the track.

  1. Select a Patient.
  2. Edit their Details.
  3. Scroll down to the "Referral source (for marketing)" section.
  4. Select your Source.
  5. Select your sub-category, patient, or contact.

    If you choose Patient or Contact as the source, you'll be asked to search for the Contact or Patient at this step, as shown below. The Patient/Contact will need to be set up first, so make sure that they exist in the system before getting to this step!
  6. Add any extra information, if you wish.
  7. Save the Patient Details.

And that's it!

Once you have all your Patients set up with Referral Sources, you can use the Referral Sources report to track your best referrers over time!

Have more questions? Submit a request


Powered by Zendesk