Create New Patient Referral Sources

Referral Sources are useful in learning your most effective methods of marketing and reaching new patients.

To view your existing referral sources or create a new one, perform the steps below:

• Navigate to 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 button to the right of it.
• To add a new referral source, click +Add Referral Source.

• In the pop-up window, enter the following details:
  • 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).
    • • Click on the Checkmark to save your entry.
      • Click Add New to add another line and enter an additional sub-category.
      • Click Add From Existing to move a sub-category from a different referral source and place it here instead.
• When are finished entering the necessary information, 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 how to create new patient referral sources in CareStack.