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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