Referral Source

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

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

CoAction Marketing Platform Only - Funnels created will also create a Referral Source automatically for your new Leads to be assigned to.

There is also a Referral Source Report that allows you to get stats and info on how your patients were referred in a date range of your choosing.

To Enter a Referral Source

Step 1: Under Admin

Step 2: Referral Source

Step 3: Select ADD

 The new Referral Source will be added at the bottom of the list.  

 

Step 4: Click in box “Click here to enter Referral Source Description” to enter the name of the new referral.

 

Step 5: Select if its an External Referral Source (by checking box on the left).

Step 6: Provide an End Date for the Referral Source if this is a one-time event.

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

Once Finished, you can move the location of the referral source so it can be seen in a specific location when selecting the drop down in the patient's file by clicking the arrows on the right.

Step 7: When done, Select Save

 

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.

***This has the fastest response time***

Phone/Text: 909-378-9514

Email: [e-mail]

Business hours: Monday-Friday, 8:00am-6:00pm CST