Using Maintenance Functions

Adding Referral Sources

Use the other referral sources function to track referrals from outside of your practice, as well as business generated by the telephone directory, a website, a street sign, and so on.

To add referral sources:

1. Click the Maintenance/Set-up button and select Other Referral Sources. The OrthoTrac Other Referral Lookup window is displayed.

2. Click Add New. The Other Referral Sources window is displayed.

3. From the Referral Type options, select Individual for a person or Business for a source such as the Internet or phone book.

4. In the Salutation field, use the drop-down list to select a salutation.

5. Double-click in the Name field and type the referral’s name.

6. In the Address field, double-click <Add Address> and type the referral’s address.

7. In the Phone field, double-click <Add New Phone Number> and type the referral phone information.

8. In the Birthday field, type the birth date of the referral.

9. In the Formal field, type the full first name of the referral; for example, William.

10. In the Informal field, type the nickname for the referral; for example, Bill.

11. Double-click in the Comment field and type a comment.

12. Click OK.

• To change other referral information, select the referral name in the OrthoTrac Other Referral Lookup window, click Change, make your changes, and click OK.

Related Topics

Adding New Carriers

Setting Up Carrier Coverage

Adding Employers

Setting Up the Financial Estimator

Adding Outside Doctors

Setting Up Patient Flow

Adding Calendar Days Using Schedule Maintenance

Skill Sharpeners