Overview
The Referral Sources page allows you to manage the list of options that track how patients discover your practice. This feature helps you understand which marketing channels and referral pathways are most effective for attracting new patients.
Managing Referral Sources
The system includes various pre-configured referral sources that cover common patient acquisition channels. For each referral source, you can:
- Edit the name to modify the source title
- Save your changes after editing
- Delete sources that aren't relevant to your practice
Searching Referral Sources
Use the search bar at the top of the page to quickly find specific referral sources in your list. This is helpful if you have many referral sources configured.
Adding New Sources
To add a custom referral source:
- Scroll to the "Add New Type" section at the bottom
- Enter the source name in the text field (e.g., "Instagram," "Community Event")
- Click the "Add" button
- The new source will appear in the list of available options
Navigation
- Use the pagination controls at the bottom to navigate between pages of results
- Click the "Back" button to return to the Patient settings menu