📝 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.
🛠️ Setting Up Referral Sources
🌐 Navigate to System Level
Go to your System Dashboard
Click System Settings
Select Referral Sources
➕ Create a New Referral Source
Click Create New Referral Source
Enter the Name (e.g., Yoga Event)
Choose a Category:
Internal
External
Digital
Unknown
Optionally, select Referral Source Type:
Patient Referral
Walk-in
Click Submit
🔧 Managing Referral Sources
🔄 Merge Duplicates
If duplicates are created by mistake:
Use the Merge Duplicates feature to combine them
📴 Deactivate Referral Sources
Click on the referral source
Select Deactivate
Click Show Inactive to view deactivated sources
✅ Mandatory Referral Source Selection
To require referral source entry when scheduling new patients:
Go to System Dashboard > System Settings > System Configuration
Toggle Referral Type Required to ON
📝 When enabled, a referral source must be entered to complete a new patient appointment.
🏪 Allow Locations to Create Their Own Referral Sources
To give individual locations permission:
Go to System Configuration
Toggle Org Controls Referrals to OFF
📍 Locations can now manage referral sources via:
Live Location > Settings > Initial Setup > Referral Sources
📊 Tracking Referral Source Data
Go to Reporting > Simple Reporting > Statistics
Under Marketing Analysis, view how many new patients came from each referral source
📌 This reporting is based on valid new patient charges, not appointment types.
To define valid charges:
Go to System Configuration > Tracking and Reporting
📈 Benefits of Tracking Referral Sources
Identify successful marketing channels
Allocate marketing resources strategically
Encourage and foster patient referrals
✅ 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
📌 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.