We selected a referral type and a referral source in a patient’s record, and saved the information. When we reviewed the patient record, the "referred by" source isn't retained in the Patient Information screen. Why does this happen?

Whenever a referral source is added, it must be associated to the correct referral type.

If the referral source is not associated with the correct type:

• the referral source cannot be easily located for association to the patient record
• the referral source will not retain in the patient record

Referral sources are added to an office’s account:

• Click the word “Setup” and choose the “Referrals” and “Referrals” options from the drop-down box
• Click the Add New Referral button
• In the “Referred by/To:” field:
  • If the referral source only refers patients to your office, select the “Referred By” option
  • If your office only refers patients to the referral source, select the “Referred To” option
  • If your office and the referral source share referrals both ways, select the “Both” option
• Ensure the “Type” field is correctly associated with the referral source
• Click the Demographics >> button
• If you have setup custom demographics in your office account, complete the screen
• Click the Save button

NOTE: For the Search for a patient button to be available for selection when adding a new referral, you must go to Setup>Misc Setup>Basic >Referral Types, then place a check mark in the patient referral box