Add Referral Sources to TheraNest

  Permissions: You must have Organization Administration Permissions.

Referral Sources are separate from Insurance Referrals. This is more of a  "how did you hear about me..." type of referral. 

Add as many referrers as you would like: Facebook, Twitter, Radio, Dr. John Doe, etc. Once added, you be able to select for each Client on the Client Details page.

You can then run a Referrers or Referral Source Analytics report.

1. Click Organization tab in primary navigation bar.
2. In Settings, click the Referral Sources tab.
3. Enter appropriate Referrer and click Save.
4. All Referrers display on right.
   
   
   
5. Referrers now display on the Client's Details page.
   

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