Follow these steps to add a provider as a referral source in order to be included in the referral source list when inputting a new lead or creating a new appointment.
> View Video Below<
1. Add the provider's information as a New Contact using the link on the Calendar page
Be sure to identify the contact's role as Referring MD
2. When you assign Referral Source, the Referring MD's name should now appear for selection
Video
Content Timelines per Minute:
00:00 - 00:42 - Adding an MD to Current Contacts
00:43 - 00:56 - Adding an MD as a referral for a patient