This guide provides step-by-step instructions on how to add and manage referral sources within your practice management software. Tracking referral sources helps you understand where your referrals are coming from, enabling more effective marketing and relationship management.
Navigating to Referral Sources
Access the Settings Module:
From your dashboard, navigate to the Settings module.
Locate and click on the Referral Sources sub-menu. This will display a list of your current referral sources.
Adding a New Referral Source
Initiate the Creation Process:
Click the + New Referral Source button.
A new workflow window will appear.
Enter Required Information:
Name: This is the only mandatory field. Enter the name of the new referral source.
Adding Sub Referral Sources (Optional):
Click the + Add button to create sub referral sources.
Sub referral sources allow for more granular tracking. For example, if "Physician" is a referral source, sub referral sources could include the names of individual physicians you frequently collaborate with.
Associate Data (Optional):
Select whether the referral source is associated with a Patient or a Physician.
This feature helps link referral sources to specific individuals within your practice.
Associations apply to both main and sub referral sources.
Saving Your Referral Source
After entering all necessary information, click Save.
Your new referral source and any sub referral sources will now be available for tracking.
Need Assistance?
If you have any questions or need further assistance, please reach out to our support team.