Patient and Doctor Referrals > Handling Doctor Referrals

Adding a Referring Doctor to a Patient Record

To credit an outside doctor with referring a new patient to your practice:

1. From the Patient window of the patient that has been referred, select the doctor from the Doctor drop-down list in the Referred In By section of the Info tab.

2. Type the reason the patient was referred in the For field.

3. Select the date the patient is expected to return to the referring doctor from the Due Back drop-down list.

4. Click OK.