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