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Referral Source- Admin

 

Referral Source

This area of Admin allows you to create Internal or External Referral Sources.

When you are entering a new patient into VL, you can enter how they were referred.

VitaLogics also has the Referral Source Report so, you can get stats and info on how your patients were referred in a date range of your choosing.

 

To Enter a Referral Source

Under Admin

Referral Source

Select ADD

Double click to Enter your Referral Source

 

 

 

Select if its an External Referral Source.

Provide an End Date for the Referral Source if this is a onetime event.

(If no end date is applied, the Referral Source will remain in the list to be used time and time again)

Enter the name of Event where patients can be referred to the clinic.

 

 

 

Once Finished, you can move the location of the referral source so, it can be seen in a specific location when selecting the dropdown in the patients file by moving the arrows on the right.

When done, Select Save

 

 

Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk through.

 

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