Once you have set up all your referral sources, you can now assign them against your patients. You'll want to set up your all your sources first, so that you can report easier down the track!
Assigning referral sources to patients
First, select the patient you wish to assign the source to, and edit their details. All the way down at the bottom of the page, under Referral source (for marketing), you'll note that it defaults to None:
Select the applicable Referral type from the drop-down menu:
Enter the other details about your referral source:
Click Save patient, and you're all set! 🙌
Once you have all your patients set up with referral sources, you can use the Referral sources report to track your best referrers over time.