How to add a referral contact on the online Medical History form

Overview

This article will help you track patient referrals for advertising or tracing purposes. Here are the step-by-step process on how to do it. 

Steps

1. From  the cog button, click on Contacts.

2. Click on Add Contact.

3. Enter the Name, Group and under Public it should be set to Yes.

4. Leave the other details blank. Finally, hit Save Changes.

Below is an illustration of the new added referral contact.

You can view the following Referral Reports below when necessary to walk you through with the steps.

What does the Referral Details Report do?

What is a Referral Summary Report

If you have any questions, please click the yellow Help button at the bottom left and chat to us. We are more than happy to help!