Adding Other Referrals

To add a referral:

Select Functions > Maintenance/Set-up > Other Referral Sources from the menu bar.
In the OrthoTrac Other Referral Lookup window, click Add New. The Other Referral Sources window is displayed.
Select a referral type by clicking an option button.
When you select a Referral Type, the fields in the Other Referral Sources window change to reflect either business information or individual information. The default is Individual.

In the Salutation field, use the drop-down list to select a salutation.
Double-click in the Name field in order to type the referral’s First name, Middle name, Last name, Title, and Common name. For a business referral, only one field is available.
In the Address field, type the address of the referral. To display the Edit Address window, double-click <Add Address>.
In the Phone field, type the referral phone number, extension, and type. To display the Add Phone Number window, double-click <Add New Phone Number>.
In the Birthday field, type the birth date of the referral.
The Language field defaults to the language set up in your operating system’s regional settings but can be changed by selecting an option from the drop-down list.
In the Formal field, type the full first name of the referral; for example, William.
In the Informal field, type the nickname for the referral; for example, Bill.
In the Comment field, type a comment regarding the referral. Double-click <Add Comment> to display the Add Comment window.
Click OK to save your changes and close the window.