Marketing Referrals

Marketing Referrals allow you to track which marketing sources are referring your clients (patients). A few examples of Marketing Referrals are: Yellow Pages, Facebook, Twitter, Website, Word-of-mouth, Billboard, TV Advertisement, etc.

  • 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 Person
  • Uncheck Practitioner
  • Uncheck Bookable
  • Check Refers
  • Fill in Name
  • Click OK

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