Referral sources can be used to track how your patients have heard about your practice, such as for tracking the effectiveness of marketing content.

Adding a Referral Source

1. Navigate to File - Specialists to open the Specialists screen.
2. Click +1 to create a new specialist.
3. The Add Specialist screen will open.
   • Complete all required fields.
   • Tick the Referral Source checkbox.
4. Press OK once complete to save the record.