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Kareo Help Center

Add New Referral Source

Updated: 12/17/2019
Views: 1227

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.

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.

Add a 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.


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