Tracking Referrals

Skill Sharpener

Exercise 1—Add a referral.

Chris Bell was referred to your office by a patient named Brandon Street. This should be recorded in the software. 

To indicate that Chris Bell was referred by Brandon Street:

1. Open Chris Bell’s clipboard.

2. Click the Referrals button. The Referral Information window is displayed. 

3. Click Change. The Referral Sources window is displayed. 

4. Click Person List at the bottom of the window. 

5. Start typing street in the Find field. When you find Brandon Street, click on the name and then click OK. The Referral Information window is displayed again, but now Chris was referred to the practice by Brandon Street . . . is at the top of the window. 

6. Click Close. Page 1 of the clipboard is displayed again.

7. Click OK and Cancel. 

Related Topics

Adding Referrals to Patients' Records

Adding Referral Sources

Entering Professional Referral Information

Running Referral Reports