Referral Types

Mary Jane -

This referral type field appears:

a. In the patients profile under the General tab.

b. From the Schedule: Click a time on the schedule to book an appointment.  Select the down arrow at the end of the Patient field, then select New. The quick patient creation popup will open.  You an set the system to show the Referral Type field.

c. From the Patients tab: Select Advanced search select the Referral types filter then Search.

d. Reports: Reports tab. Statistics section, select Referrals by Type.

 

How to set the System Settings

1. Go to the Settings>General>System>Patients.

2. Scroll down the page to the Quick Patient Creation section, locate the field Referral Fields Enabled and select Yes or No to show this field when you are creating the quick patient popup form then Save.


How create Referral Types

1. Go to Settings>Referral Types>New Referral Type.

4. If you have the Portal enabled you can select the box beside the "Portal Signup" field.  This allows patients to select a Referral Type in the portal upon registration.

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