Patient and Doctor Referrals > Handling Patient Referrals

Adding a Referring Patient to a Patient Record

To credit a current patient with referring a new patient to your practice:

1. Select List > Patient. The Patient List window is displayed.

2. Double-click the referred patient. The Patient window is displayed in EDIT mode.

3. Select the referring patient from the Patient drop-down list displayed in the Referred In By section of the Info tab.

4. Click OK.

5. Click Close.