New patient referral-source capture

If a patient has

• Had their first visit to the practice recorded as being within the last year, and
• Their referral source on file is blank,

... then Clinipad will now include a question to them on the Clinipad Patient Information screen:

"How did you hear about the practice?".

Alongside this question is a dropdown list of configured active referral sources from which the patient can select:

Note that stating referral sources is not mandatory for the patient, so it is not problematic that patients have blank selections.

If the patient selects a referral source it will be written back to their patient file record and they won't be asked again.

Clinipad always displays the patient's existing data as the default answer so that if the patient skips the question, the data is not changed.

Clinipad always includes a blank option in the list so that the patient can deliberately not answer the question.

Configuration required!

Your practice can configure reasons for new patient referral and Clinipad will present these reasons to the new patient.

TIP: The reasons will likely change so be sure to review these referral sources periodically to make sure that you have all the ones you want, and you've removed the ones that you don't want.

Some guidelines for the list:

• Don't list too many or the patient will just choose something from high up the list.
• Try not to have overlapping reasons such as Google, Internet, Practice Website.
• Mark any that you don't want the patient to see as inactive by means of File > Specialists, Referral Sources.

Reasons need to be configured in the Patient Details Tab - See also: Configuring new patient referral-source capture