Referral Sources

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This page allows you to administer referral sources for your practice. You can click the show deleted items link to view deleted referral sources. Referral sources populate the How did you hear about us? menu on the Patient Registration page.

 

On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Referral Sources

 

 

 

To access the Referral Sources page, you must have the Practice Set-Up: How Did You Hear About Us? Sources user permission.

 

 

  1. Display the Referral Sources page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Referral Sources.
  2. Click Add new. Additional fields appear.
  3. Name — Enter the name of the referral source as it should appear in the How did you hear about us? menu on the Patient Registration page.
  4. Ordering — Enter a number for order of appearance in the How did you hear about us? menu.
  5. Click Save (or click Save and Add Another to continue adding referral sources). The new referral source appears in the list below, and in the How did you hear about us? menu on the Patient Registration page.

 

  1. Display the Referral Sources page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Referral Sources.
  2. Click the edit link next to the referral source that you want to update. The item details appear in the fields at the top of the page.
  3. Edit the fields as desired.
  4. Click Save. The updates appear in the list below.

 

  1. Display the Referral Sources page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Referral Sources.
  2. Click the delete link next to the referral source that you want to delete. The item is disabled and the delete link is replaced with an undelete link.

 

  1. Display the Referral Sources page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Referral Sources.
  2. Click the Show deleted link. Deleted referral sources appear disabled in the list.
  3. Click the undelete link for the item that you want to restore. The item is restored to your list, and the audit history of the item is preserved.

 

  1. Display the Referral Sources page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Referral Sources.
  2. Click the edit link next to the item for which you want to view the audit history. The item details appear at the top of the page.
  3. Click Audit history (above the Save button).
  4. The audit history appears.

 

 

Name

The name of the referral source that will appear on the How did you hear about us? menu on the Patient Registration page.

Ordering

The number that determines the display order in the menu.

 

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