Log who a Dentist Referred the Patient To (Referred To)


For reference and reporting purposes, add where each patient has been referred to.

  1. Go to Patient Records > Patients tab

  2. Recalls / Referrals sub-tab > Within the Referred To sub-tab section

  3. Click Add

    1. Date: Enter the date of the referral

    2. Referred to: Click the notepad icon

      1. Select the relevant referral 

      2. Click Link to Patient

    3. Notes: Enter quick notes about the referral

    4. To delete a Referred to record, select it in the list and click the Delete icon


Click here to add a new referral.

Click here to make a referral inactive.

Click here to link a referred by (how did you hear about us) to a patient.

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