Updating Referral Sources
Referral sources can be used to track how your patients have heard about your practice, such as tracking the effectiveness of marketing content.
Amending a Referral Source
- Navigate to File - Specialists to open the Specialists screen.
- Click on the Select a Specialist button to the right of the empty box at the top of the screen.
- Or use the up/down arrows to navigate through saved specialists.
- The Referral Source details will appear onscreen.
- Update any details as required.
- Press the Save button to save your changes.
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