With the Referral Maintenance utility, you can add referral sources (doctors, specialists, and non-person entities that refer patients to your practice).
To add a referral source
In the Referral Maintenance dialog box, verify that the referral source that you want to add does not already exist in your database.
Note: If the Referred BY list is long, to search for a referral source, begin entering a referral source's name in the Referred BY box. As you type, the first matching referral source in the list is selected automatically.
If the correct referral source does not appear in the list, click New.
The Referral Information dialog box appears.
Set up the following options as needed:
Name - The name of the referral source. Do one of the following:
For a doctor referral, enter a last name in the Last/Referral Name box. Optionally, enter a first name and middle initial in the First and MI boxes, respectively.
For a non-person referral, enter a name in the Last/Referral Name box.
Title - The doctor's title for the referral source.
Note: Do not put a doctor’s credentials in the Title box because the title appears before the doctor’s name. To add credentials, enter them after the name in the Last/Referral Name box.
Specialty - The doctor's specialty. Either select a specialty from the list, or leave [None] selected to not specify a specialty.
Salutation - A salutation as you want it to appear on letters that you send to the referral source.
Non-Person - If the referral is not a person (such as an advertisement), select the Non-Person checkbox to prevent the referral source from receiving correspondence, gratuity, and so on.
IDs - IDs that are associated with the doctor. For each ID that you want to add to the doctor, do the following:
From the ID Number Type list, select License Number, UPIN, Federal Tax ID, NPI, or Social Security Num.
In the ID Number box, enter the ID.
Then, to specify the default ID type, select License Number, UPIN, Federal Tax ID, NPI, Social Security Num, or [None] from the list.
Address - Contact information for the referral source:
Street 1 - The first line of the street address (for example, 1234 Orange Street).
Note: Dentrix Enterprise automatically capitalizes the first letter of street names.
Street 2 - The second line of the street address (for example, Suite 100).
City - The city that is associated with the address.
ST - The state that is associated with the address.
Zip - The ZIP Code that is associated with the address.
E-mail - The email address.
DIRECT E-mail Address - The DIRECT email address (for a doctor/specialist).
Phone - The phone number.
Ext - With a phone number entered, if applicable, enter the extension.
Fax - The fax number.
Other - An alternative contact phone number.
Notes - Any notes or useful information regarding the referral source.
To check the spelling of the note text, click the
Check Spelling button 
(this button is available
only if a certain preference
setting is enabled).
Referral Type(s) - Do one of the following:
If this is a referral source only, leave the Referred By checkbox selected, and leave the Referred To checkbox clear.
If this is a referral source and a referral destination, leave the Referred By checkbox selected, and select the Referred To checkbox.
Click OK .
You are returned to the Referral Maintenance dialog box, and the new referral source appears in the Referred BY list.