The list shown in figure 2 can be made more thorough for each practice by adding other referral sources. To add another referral source, either open an existing patient and select the Personal tab from Patient Info, or begin to add a New Patient. On the Patient Info tab, click on the Edit Referrals Button shown in figure 3 above. This opens the Referral Types screen (figure 5).
Figure 5
The Referral Types screen lists the Referral Types that are already in the system.
If the one that is required is NOT listed, place a check in the Show All check box to verify that it has not been made Inactive. If the item type appears when Show All is checked, click it to highlight it, and then place a check in the Active check box.
If the item needed is NOT in the system click the Add button in the upper right corner to open a text box to enter the New Referral Type in the space provided (figure 6) and click OK.
Figure 6
The item that was just entered is now in the Referral Types screen, in alphabetical order. Click the Close button to complete the process.