Adding referral sources

You can add referral sources to your organization's database. Referral sources are sources, other than patients, that have referred patients to your office.

Note: Referral sources are global (available to all locations across your organization).

To add a non-patient referral source

1. On the Referral Sources page, clicktap Create New.

   

   The options for entering referral information become available.

   

2. Enter a name, and set up the other options as needed.

   Set up the following options:

   • Name - The source's first and last name and middle initial, or the referral name for a non-person referral source (for example, "Yellow Pages").

   • Title - For a referral source that is a person, the source's title (for example, Dr., Mr., or Ms.).

   • Specialty - For a dental professional, the source's specialty.

   • Referral Type - The type of referral: professional, marketing, or other.

   • Address - The source's address.

   • IDs - For a dental professional, the source's NPI and State ID #.

   • Phone Numbers - The source can have up to three phone numbers and corresponding extensions (where applicable). Make sure the correct Phone Types for each phone number is selected: home, work, mobile, or other.

   • Email - The source's email address.

   • Note - A note regarding the referral source.

3. ClickTap Save.