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Referral Sources

Set up and track referral sources in ChiroHD to optimize marketing performance and patient acquisition.

Updated over a week ago

πŸ“ Overview

Setting up referral sources is critical for tracking where your new patients originate, such as social media ads, patient referrals, or external events. Properly managing referral sources in the system allows you to evaluate marketing effectiveness and strategically plan future initiatives.


πŸ› οΈ Setting Up Referral Sources

🌐 Navigate to System Level

  1. Go to your System Dashboard

  2. Click System Settings

  3. Select Referral Sources


βž• Create a New Referral Source

  1. Click Create New Referral Source

  2. Enter the Name (e.g., Yoga Event)

  3. Choose a Category:

    • Internal

    • External

    • Digital

    • Unknown

  4. Optionally, select Referral Source Type:

    • Patient Referral

    • Walk-in

  5. Click Submit


πŸ”§ Managing Referral Sources

πŸ”„ Merge Duplicates

If duplicates are created by mistake:

  • Use the Merge Duplicates feature to combine them

πŸ“΄ Deactivate Referral Sources

  1. Click on the referral source

  2. Select Deactivate

  3. Click Show Inactive to view deactivated sources


βœ… Mandatory Referral Source Selection

To require referral source entry when scheduling new patients:

  1. Go to System Dashboard > System Settings > System Configuration

  2. Toggle Referral Type Required to ON

πŸ“ When enabled, a referral source must be entered to complete a new patient appointment.


πŸͺ Allow Locations to Create Their Own Referral Sources

To give individual locations permission:

  1. Go to System Configuration

  2. Toggle Org Controls Referrals to OFF

πŸ“ Locations can now manage referral sources via:
​Live Location > Settings > Initial Setup > Referral Sources


πŸ“Š Tracking Referral Source Data

  1. Go to Reporting > Simple Reporting > Statistics

  2. Under Marketing Analysis, view how many new patients came from each referral source

πŸ“Œ This reporting is based on valid new patient charges, not appointment types.


To define valid charges:
Go to System Configuration > Tracking and Reporting


πŸ“ˆ Benefits of Tracking Referral Sources

  • Identify successful marketing channels

  • Allocate marketing resources strategically

  • Encourage and foster patient referrals


βœ… Key Takeaways

  • Referral sources help you understand where new patients are coming from

  • You can create, deactivate, and merge sources from the System Dashboard

  • Referral source selection can be required when scheduling

  • Reporting tools show referral source effectiveness based on charges, not appointments

  • Locations can manage their own referral sources if permissions are enabled


πŸ“Œ Conclusion

By setting up and tracking referral sources, you ensure comprehensive visibility into what's driving new patient growth. This empowers your clinic to refine marketing strategies, build stronger referral networks, and ultimately maximize your patient acquisition success.

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