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4. In the Patient referral source dialog box, select the new referral source.
5. Click Continue.
If the patient was referred by another patient you can select the "show patients" button and search for the patient
4. Optionally, click on the Hide completed recalls button to remove all completed recalls from your view
In the Select groups dialog box, click on the desired group(s) and click Ok.
You may only select multiple groups if a note is NOT required
5. The patient note will appear in the following places:
There is a 30 character limit to the group notes
Click the Do not send commercial messages box.
The same setting can be accessed in the Details tab, at the bottom.
A patient marked as Do not mail is automatically excluded from any marketing campaigns marked as commercial.
In the Confirm operation dialog box, click Yes.