About
A Reference Source enables a practice to document and track how patients are referred, whether through social media, their website, ValPak, or other channels. This information is recorded in the patient demographics.
Reference sources in Scheduling
Begin by, navigating to the Utilities.
Click General, then Reference Sources.
To add a new reference source, enter the name into the Add New Reference Source field.
Click +Add New.
The reference source will be added to the list below.
You can edit or delete reference sources that aren't linked to any patients. To do this, click the edit or delete icon in the Actions column.
You can either download the list as a CSV file or print it by using the Print or Download icons.
Reference sources in Billing
Begin by navigating to the Utilities.
Click Practice Setup, then Reference Sources.
Click +New Reference Source.
Enter the Reference Source Name.
Click Save.
The reference source will be included in the list below.
You can modify or delete reference sources that aren't associated with any patients. Simply click the Edit icon to make changes, or the Trashcan icon to delete.
You can download the screen either as a CSV file or a PDF by clicking the respective CSV or PDF icons.
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