Link Referral Details to a Patient - how did you hear about us?

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For reference and reporting purposes, add how the patient heard about the practice within the Referred By section of their file. 

  1. Go to Patient Records > Patients tab

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

    1. Source: click on the drop list and select

    2. Category: Click on the drop list and select

    3. A list of referral options will automatically appear onscreen
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    4. Select the relevant referral > Click OK
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Click here to add new referrals.

Click here to make a referral inactive.

Click here to link a referred to (specialist) to a patient.

 

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