Referrer types are primary categories, in which secondary referral sources can be tracked. |
Click the Setup button on the main toolbar.
Click the Setup button on the main toolbar.
Click on the Referrer types heading, and select Create new in the right-hand panel.
Select Create referrer type.
In the Create referral type dialog box, enter the Name/Description of the referrer type, and click .
Each referrer type must contain at least one referral source in order to be saved to a patient file. See: Creating new referral sources for more information. |
Click the Setup button on the main toolbar.
You cannot edit the Patient, Healthcare provider, or Marketing campaign referrer types. |
Click the Setup button on the main toolbar.
To reactivate a referrer type, right-click the deactivated referrer type (indicated with a red X), select Edit referrer type, check the Active check box, and click . |
Click the Setup button on the main toolbar.
In the panel on the right, click .
When creating new referrals sources in the 'Family physician' referrer type, complete all the required fields to activate the Create button. Assign a physician from the list as a referral source and/or a family physician on the patient's Details tab. See: Selecting the patient's family physician for more information. |
In the Create referral source dialog box, enter the Name/Description of the referral source, and click .
A new referral source added to the 'Audiologist' referrer type will appear in the list of options for the Prescriber on a hearing aid order. See: Ordering hearing aids for more information. |
Click the Setup button on the main toolbar.
In the panel on the right, select the desired referral source, and select .
The Visible for patients booking online checkbox will determine whether this referral source will appear as an option for appointments booked online. |
Click the Setup button on the main toolbar.
In the panel on the right, select the desired referral source, and do one of the following:
To reactivate a referral source, click on a referrer type, un-check the Show active items only check box at the op of the right panel. Double-click the deactivated source (indicated with a red X), or select the source and click . Check the Active check box and click . |
For more information on assigning a referrer type and referral source to a patient file, see: Updating referral information. |