patientNOW stores referral information at 2 levels: a high-level referral source and a specific referral detail. For example, if the patient finds your practice through a Google search, the referral source will be “Internet”, and the referral detail will be “Google”. This allows you to have general reporting for all internet sources and specific reporting on Google searches.
Add Referral Sources/Details to a Patient
You may add a referral source and detail to a patient in general OR add up to 3 referral source/detail combinations per Treatment Pathway.
Add Referral Source/Detail to a Patient
Note: Referral Sources are very important for accurate reporting. It is recommended that you NOT enter something if it is not found in the pre-configured list.
Select Patient.
Navigate to Patients | Registration/Billing, Patient Information tab.
Select Edit Locked Fields at the bottom left corner of tab.
Select a referral source in the Ref. Source: pull-down.
Select the referral detail associated with the referral source in the Ref. Detail: pull-down.
Add Referral Source/Detail(s) to Patient Treatment Pathway
Select Patient.
Navigate to Patients | Patient Communications, Treatment Pathways tab.
Select appropriate Treatment Pathway in window in upper right corner of tab.
Select Referral Sources #1 (referral source/detail combination) as shown above.
Note: the first Referral Source/Detail will be the same as the Referral Source/Detail show on the Patients | Registration/Billing, Patient Information tab. This is known as the “Primary” Referral Source for the patient.
Select Referral Sources #2.
Select Referral Sources #3.
This tab auto saves as soon as you enter the data; there is no Save button.
