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.