Physician Referrals

Physician Referrals allow you to track which Physicians (Doctors) are referring your clients (patients).

  • Click System Setup Tab
  • Click Organization
  • Click Resources

  • Select the Resource Type in the Top window
  • Click Add/Edit/Delete (Green Plus/Yellow Pencil/Red X)

  • Uncheck Internal
  • Uncheck Bookable
  • Check Refers
  • Fill in Last and First Name
  • Click OK

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