Adding referrals to your practice overview

In the Family File, you can enter information about how a new patient was referred to your practice from the Referred By information block. Referral sources include current patients, other providers, advertisements, or web searches. Recording this information can help you determine what sources and methods are the most effective in growing your practice. For more information, please click any of the following links:

Adding referrals from patients

Adding referrals from outside sources

Adding new referred by sources

Referring patients to other providers

Adding providers to refer patients to

Editing referred to information

Editing referred by patient information

Editing referred by doctor/other information

Analyzing referrals

Adding gratuities

Editing gratuities

Sending correspondence

Clearing referral information