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Kareo Help Center

Add, Edit, or Delete Referral Source

Updated: 09/29/2021
Views: 1322

The Referral Source is a tool that helps you track how patients were introduced to your practice. A list of standard Referral Sources is automatically included in your Practice Settings. Add custom Referral Sources to the list, or edit the existing list items to meet your specific needs. A Referral Source can be associated with a patient on the Additional Info tab of the patient's Demographics.

Note: A Referral Source cannot be deleted if it has been assigned to a patient's Demographics.

Access Referral Source

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Misc on the left menu. Additional setting options expands.
  3. Click Referral Sources. The Referral Sources page opens.
Platform_Settings_Misc_Referral_Sources.png

Add Referral Source

  1. Click +Add Referral Source. The Add Referral Source window opens.
  2. Enter a Name for the referral source.
  3. Add a brief Description of the referral source (optional).
  4. Click Save. The new Referral Source displays in the list.
Platform_Referral_Source_Add.png

Edit or Delete Referral Source

  1. Click on a referral source. The Edit Referral Source pop-up window opens.
  2. To edit, make the desired changes to the Name or Description and click Save. The updated information displays in the Referral Source list.
  3. To delete the Referral Source, click Delete. The Referral Source is removed from the list.
    Note: The Delete option will not display if the source is assigned to a patient's Demographics.
Platform_Referral_Source_Edit.png
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