TheraNest users with Organization Administration rights can add referrals. This is separate from Insurance Referrals. This is for more of a "how did you hear about me..." 

  1. Go to Organization > Settings > Referral Sources tab
  2. Add a referrer in the text field and click Save.

End Result: The referrer will now appear in the drop down list on the client details page.

Add as many referrers as you would like: Facebook, Twitter, Radio, Dr. John Doe, etc. If you archive a referral you will not be able to unarchive them.

To get a report on referral activities, you can go to Reports > Referrals > Referrers or Reports > Referrals > Referral Source Analytics.

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