Viewing or editing a referral source

Use the Referral Sources feature to view or update details for a non-patient referral source such as a Professional, Marketing, or Other contact that is linked to a patient's record. Referral source information appears on the Referrals tab of the Patient Information page, where you can verify and maintain accurate contact details for reporting and communication.

To view or edit a referral source

From the Settings menu, clicktap Referral Sources, and then select the referral source you want to update.

The selected referral source page displays.

1. On the Referral Sources page, open the Patient Information window and select the Referrals tab to verify how the referral source appears in a patient record.

   

   The referral source details display as they appear in patient records.

2. Review the displayed details:

   • The name and type of the referral source always appear.

   • A physical address, phone number, or email address appears only if that information has been entered.

   Note: If a physical address has not been entered, it does not display. If no phone numbers or email addresses have been entered, placeholder text indicates the missing information.