Add Patient Referral Sources
1. Log in to Aesthetic Record on the web.
2. Click the Settings Gear in the top right.
3. Click "Report Settings"
4. Click "Referral Sources"
**Please note, this feature is a User Permission. It’s available by default to all Practice Admins but can be added to others by clicking "Manage Permissions" in their user profile.
5. Once inside, you'll find a list of pre-activated referral sources. You can click "Deactivate" to turn the sources off or click "Activate" to turn them back on. Use the edit and delete action buttons to change a referral source name or delete it all together.
If you'd like to add a new source, click Add New Source and create it.
6. For your Active referral sources, you can drill down further by creating subcategories. Find the appropriate source, then click Manage Subcategories.
7. You can add the name of your particular campaign or special. You can also set a date so that it will automatically deactivate as needed.
Add Referral Sources to the Patient’s Profile
8. Go to the Patients or Clients tab at the top.
9. Select the patient you are wanting to add a Referral Source to and click Actions, then Edit.
10. From here, you can add the Referral Source & any subsequent subcategories.
**(Keep in mind, if another client/person referred someone, you can choose the referral source as "other" and then enter in the referring person's name)
Tip: When adding a new patient manually to AR, you can add the Referral Source as you are creating the patient. Under Referral Source, find the one that matches most closely. Once you’ve selected one, you can add a subcategory by clicking the Subcategories dropdown!
Create Referral Sources Reports
Alert: To use this feature, you must be on an Accelerator Plan.
11. To view these referral sources, head to your Business Insights.
12. Click "Patients" or Clients.
13. Click "Create report"
14. Click the "Patient Referral Report"
15. Select your time domain and click Continue.
16. The pie chart provides you with a graphical representation of the number of referrals for that time period.
Below the graph, you can see a breakdown of Client Names and which referral source was chosen
