Referral Setup  

From the Main Menu, select Lists | Referrals:

You can either pick one from the main list, or add one if it's not on the main list.

If the referral is another patient, many of the fields will not be editable, and can only be changed directly from that patient's Patient Edit window.

If the referral is not a person (yellow pages, for instance), the Not Person box can be checked. The notes that you enter at the bottom are the notes that will show in the attached Referrals for a patient.

Each referral can be assigned a Referral Slip ahead of time which can be based on a scanned referral slip from that dentist.

(For advanced users): The information shown on the form above is actually kept as a copy in the referral table. The reasoning behind this is that it makes reporting much simpler than having to make multiple joins between tables and handle conditional situations.

Since each patient usually only has one "referred from" item which is what you are usually interested in, there is a Referred From line on the Main window of the Family module. If there is more than one referred from item in the list, then the one that is displayed will be the one closest to the top. This "referred from" field is what is used in various reports as well.