Settings > Brand > Referral Sources
The Referral Sources page is where you create and manage reportable referral sources which can then be added to patients profiles.
Adding a Referral Source to a Patient Profile
Head to a patients profile and find the Edit button on the main Profile tab:
The Referrer of that patient is one of the optional fields when editing a patient profile:
Referral Source can also be added to a patients file from an appointment on the Timeline. Click on an appointment to open the sidebar, then navigate to the Patient Tab:
Using Referral Sources in Reporting
The Patient Report can be used to show you how many patients and income have been generated by each referral source:
