Referral Sources are useful in learning your most effective methods of marketing and reaching new patients. To view your existing referral sources or enter a new one:
- Navigate to the System Menu > Practice Settings > Referral Sources.
- When the page loads, you will see a grid listing all currently entered Referral Sources.
- Edit a referral source by searching for and selecting it on the grid.
- To deactivate a referral source, search for it, then click the Deactivate hyperlink to the right of it.
- Enter a new referral source by clicking the +Add Referral Source button at the top-right of the screen.
- Enter the following details:
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- Name: Enter an easily recognizable name for this referral source (such as Online).
- Locations: Select the locations that will utilize this referral source.
- Sub-Categories: Enter the sub-categories (such as Google, Website, Internet Ad, etc.)
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- Click the Checkmark to save your entry.
- Click Add New to add another line and enter an additional sub-category.
- Click Add Existing to move a sub-category from a different referral source and place it here instead.
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- Click Save.
- You will see a green confirmation message at the top-right of the screen stating 'Referral Source Added'.
Practices can use this simple guide to learn about creating new patient referral sources in CareStack.