Configuring new patient referral-source capture

This procedure populates the answer options for the Clinipad question "How did you hear about the practice?"

See also: New patient referral-source capture

Some guidelines for the list of answers:

• 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.

  TIP: The reasons will likely change so be sure to review these referral sources periodically to keep them accurate and pertinent.

To configure new patient referral-source capture

1. Select any patient in the Patients desktop.
2. Open the Details tab and towards the bottom of the screen, select Other in the Referred by field dropdown:

   

3. Click the field selector for the Referred by field, to open the View Referral Sources window:

   

4. Select the +1 button to open the Add Referral Source window:

   

   The fields in this window relate to the headers in the View Referral Sources window, which you can optionally re-order or hide-and-show:

   

   Complete fields to identify your Referral Source.

   You don't have to complete all fields!

   For example, this configuration is enough to identify a Yellow Pages referral source:

   

   Here is a window example with three referral sources created:

   

5. Use the +1, Edit and Delete buttons to fully populate your Referral Sources.

   Clinipad will display this list for patient selection: