Demographics are defined by the office. They are used to assist when an office desires to record information specific to a referral source.
Sample demographics include “favorite restaurant,” “hobbies,” and “alma mater.”
To add a custom referral demographic:
- Click the word “Setup”
- Choose the “Referrals” and “Custom Demographics” options from the drop-down list
- Click the Edit button
- Type a meaningful demographic name, and click the Add button to add the demographic into the listing
- Click the Save button