1. Login via web
  2. Click on "Clients" tab at the top of the screen
  3. Choose a client (you can use the search tool if needed)
  4. Click on Actions button (left-hand side of client's profile)
  5. Then choose Edit
  6. Select appropriate referral source and hit save. 

(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)

 

USEFUL LINKS:🚀💬

Want to use AR EMR from your mobile? It's free on App Store📱
Looking for answers to faq's? please refer to Aesthetic Record faq's💬
Want to know our pricing? Access Every Feature with Simple, All-Inclusive Pricing💰
Anything related to help topics? please visit our helpcenter🚨
Interested about our vendor products? please visit our marketplace
Do you want to share your thoughts? were all ears! make a suggestion💡

CONNECT WITH US:🌍™

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Want to know more?

Add, Edit or Delete a Patient Profile
Store a Credit Card To the Patient Profile
Export Photos or Procedures
Add, Edit or Delete Customer Notes
Filter in the Patients Tab
Edit the Patient Profile
Do not Call via Patient Profile
Export client List
Sort Client List
Import Patient List
Tie in a Questionnaire that was completed from the Patient Portal to a Procedure 

If you'd like to know more, chat to us in the Messenger 😊

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