Add a Referral Source to a Patient's Profile
Add the referral source into a clients profile
- Login via web
- Click on "Clients" tab at the top of the screen
- Choose a client (you can use the search tool if needed)
- Click on Actions button (left-hand side of client's profile)
- Then choose Edit
- 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)
To View these Referral sources:
Head to your Business Insights. Clients Tab. Create Report. Click on "Client Referral Report"
You can see a breakdown of Client Names and which referral source was chosen.
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