How to Add a Referral Source to a Patient Record

To add a referral source to a patient record:

1. From the Patient Record tab, under Actions, click Edit Patient Record.
2. In the Patient Referrals section, click Add Patient Referral.
3. Search for the Referral source and select the referral. If not found, a box will show below with the characters you typed and then you can click Create. This will open a new Source Referral window using the characters you typed, so you may need to edit the name as needed.  
   
4. Complete the Create Referral Source screen.  If the Practice Name is not found, click Create to add one.
5. Click Create to save the new Referral Source.
6. Enter the Date of Referral and Referral Type.
7. Click Update.

Note: Active referral sources are also displayed in the patient's clinical chart (EMR) within the Patient Information widget. See How to Track Visits with the Clinical Chart (EMR) or Oral Surgery Clinical Chart (EMR) for more information.

For more information, see How to Manage Referral Sources.