What Referral Sources are for
Referral Sources is a settings page where you maintain the list of places patients say they heard about your clinic, such as a website, a friend referral, or a specific advertising campaign. Once defined, a referral source can be assigned to a patient's record.
- How to add, edit, and remove referral sources
- How referral sources connect to reporting
Managing the list
Referral Sources uses a simple grid where each row is a source name or label.
Open the settings page
Go to <strong>Settings > Referral Sources</strong>.
Add a source
Click <strong>Add</strong> and enter a name for the referral source, such as "Google Search" or "Patient Referral".
Edit or remove a source
Use the row controls to edit a name or delete a source you no longer use.
Save
Save your changes so the source becomes available to assign on patient records.
How this feeds reporting
The referral source assigned to each patient feeds the New Patients by Source report, letting you see which sources bring in the most new patients over time.