Users with Organization Administration rights can add referrals. This is separate from Insurance Referrals. This is more of a "how did you hear about me..." type of referral
- Click on Organization in the primary navigation bar.
- You will be navigated to the Settings tab. Click the Referral Sources tab.
- 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.