Click Referral Sources under Views, or select it from the top View menu. The Referrals window displays your Referral Source list and information you have entered for each referral. It also displays a list of all patients that were referred by the selected referral source.
From the side Tasks menu you can add and edit referrals and show a list of inactive referrals.
How to setup and edit referrals
Delete a Referral Source
To delete a referral source, select the name from the list. Select Delete Referral Source from the Referral Sources menu or from the right mouse pop-up menu. Click Yes in dialog box to confirm the delete. If the Referral Source is associated with one or more patients, you will not be able to delete. You may, however, make the Referral Source inactive.
You can enter an email address and send the referral source an email. Select E-Mail from the Write menu.
Find Referral
The Find field at the top of the window allows you to quickly search the referral list for a specific name. Begin typing in the Find field, and as you type QuicDoc will search and select the corresponding name.
Use the Help icon at the top right of the window to quickly access the Help file.
See Also