Set up referral sources

Setting up referral sources

A referral source records how a patient found you — a specific referring clinic, a search engine, word of mouth, whatever categories matter to your marketing. Once you've set them up, assigning one to each new patient builds a clear picture over time.

Add a referral source

Go to your settings and open Referral sources, then add a new one with a clear name.

The referral sources list with the add action.

Assigning it to a patient

Once a source exists, choose it on the patient's details when you add them, or any time afterwards.

Seeing what's working

Your new patients by source report pulls this straight from every patient's assigned referral source, so you can see which sources are actually bringing people in.