📝 Overview
This article explains how system administrators can use the Org Controls Referrals feature in ChiroHD to determine whether only system admins or also local admins can manage referral sources. Step-by-step instructions are provided to help ensure secure and efficient referral tracking.
About the Org Controls Referrals
Org Controls Referrals is a toggle setting in the ChiroHD System Configuration.
Its main purpose is to enable system administrators to control who can create, edit, merge or deactivate referral sources in the platform. It ensures that only system admins can modify the list of referral sources unless the feature is intentionally toggled to allow location admin users (for example, at specific clinics) to add their own referral sources.
Where to find Org Controls Referrals
Navigate to your System Dashboard < System Settings < System Configuration.
When toggle is "On"
Restricts changes to referral sources to System Admin users only.When toggle is "Off"
Location Admin users will be able to add their own referral sources.
⚠️ NOTE: When this setting is "On," only system administrators will be able to modify or add referral sources across all locations.
Adding Referral Sources at the System Level
If Org Controls Referrals is enabled for system administrator control, you can add referral sources as follows:
Navigate to your System Dashboard < System Settings < Referral Sources.
This will bring you to the Referral Sources Dashboard to create, edit, merge or deactivate referral sources.
✅ Key Takeaways
Org Controls Referrals gives you formal control over who can create, edit, or remove referral sources in ChiroHD.
Enabling Org Controls Referrals restricts changes to System Admin users only.
Disabling allows Location Admin users ability to manage referral sources at their own assigned locations.
This process ensures referral source data is managed securely and consistently.
Manage this setting by accessing System Configuration in the System Dashboard.
Always review your organization's policy on who should be permitted to update referral sources for consistent record-keeping.
📌 Conclusion
With Org Controls Referrals, your organization can ensure proper management of referral source data, supporting data integrity and streamlined processes within ChiroHD. Adjusting this setting empowers you to delegate responsibilities according to your operational needs, enhancing both security and flexibility.