Add, Edit, or Delete Referral Source
The Referral Source is a tool that helps you track how patients were introduced to your practice. A list of standard Referral Sources is automatically included in your Practice Settings. Add custom Referral Sources to the list, or edit the existing list items to meet your specific needs. A Referral Source can be associated with a patient on the Additional Info tab of the patient's Demographics.
Note: A Referral Source cannot be deleted if it has been assigned to a patient's Demographics.
Access Referral Source
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Add Referral Source
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Edit Referral SourceChanges made to the referral source name will update on all associated records.
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Delete Referral SourceThe option to delete is unavailable when the source is assigned to a patient's Additional Information.
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