Editing referral sources (non-patient)

You can edit referral sources in your practice database as needed. Referral sources are sources, other than patients, that have referred patients to your practice.

To edit a non-patient referral source

1. On the Settings menu, under Patient Care, click (or tap) Referral Sources.

   The Referral Sources page opens.

2. If the referral sources list is long, to quickly locate the referral source that you want to edit, search for it by name, specialty, or type. 

3. Select a referral source.

   

   The options for editing the referral source become available.

   

4. Change the information for the referral source, such as the name and address, as needed.

   Set up the following options:

   • Name - The source's first and last name and middle initial, or the referral name for a non-person referral source (for example, "Internet search").

   • Title - For a referral source that is a person, the source's title (for example, Dr., Mr., or Ms.).

   • Specialty - For a dental professional, the source's specialty.

   • Referral Type - The type of referral: professional, marketing, or other.

   • Address - The source's address.

   • IDs - For a dental professional, the source's NPI and State ID #.

   • Phone Numbers - The source can have up to three phone numbers and corresponding extensions (where applicable). Make sure the correct Phone Types for each phone number is selected: home, work, mobile, or other.

   • Email - The source's email address.

   • Note - A note regarding the referral source.

5. Click (or tap) Save.