What is a referral source?
A referral source is any entity that directs customers to your clinic for services. used in the lead tracking module. It allows users to document where leads originated from.
First, access the setup section. To access, click on Setup in the upper menu bar.
To access Referral Source, select Referral Source from the Go to Setup Section Drop-Down Menu.
How To Add a Referral Source?
To Add a new referral source, you will need to enter the following information:
1.Referral Source Title- Users will need to provide a name for their coupon (Required Field)
2.Description- This section is to provide details to the referral source
3/4.Start Date/ End Date: The start and end date of the referral (ex: referral programs)
5.Cost: Dollar amount required to maintain the referralClick on Save New referral Source to add new referral source
How to view Referral Sources?
The lower half of the referral source page includes a referral list, which allows users to view their referral sources.
How to edit Referral Sources?
To Edit a specific referral source, click the Pen icon for the corresponding referral source
You are now able to manually make changes to the columns needed. Once you have verified the changes, click on the floppy disk icon to save the changes. If you no longer wish to edit, click on the cancel icon to revert the information to its original content.
How to edit Referral Sources
To Delete a specific referral source, click the corresponding Trash Can icon
Then confirm by clicking Delete in the pop-up window.
