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


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

    4. Select the relevant referral > Click OK

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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