Managing Marketing Referral Sources

Managing Marketing Referral Sources

Marketing Referral Sources can be created by following these steps:

1. Go to Practice > Admin > Doctors and Staff
2. Hover over a Provider's name and click on the Orange Calendar Icon
3. Marketing Referral Sources are on the right. 
   1. New Referral Sources can be added by clicking +New. 
   2. Checking "Shared" will share the referral source across all Providers in your practice. If the Referral Source is not shared it will only be available for the provider selected.
   3. Old Referral Sources can be removed by unchecking 'Active'
   4. Renaming a Referral Source can be done by clicking on the description. Any patients with that referral source corrected will be updated to reflect the new description.