So you booked a new client, congratulations! Need to add a new Referral Source to better track patient leads? We got you covered! 🙌🏼

To add a referral source, go to the Settings > General > Referral Sources:

Click Add a Referral Source, enter a name and click Save and you’re all set!

To Delete a referral source, simply click the red trashcan icon under the Actions column:

Once created, you can then add the Referral Source to the Patient Profile > Details tab > Contact Preferences:

From here, you can select the source from a dropdown menu and add any additional details needed:

This information should then populate into the New Patient Report:

Happy tracking!!
​