Referral sources indicate where a patient’s information originates when it is received by the dental practice. These sources are classified into several groups such as:
- Internal Provider which lists the practice’s own providers
- External Provider which include the referral providers added to the system
- Patient and Other Referral Sources which encompass all custom referral sources.
These categories assist the practice in tracking the origins of new patients, which is vital for assessing the effectiveness of various referral strategies and for marketing purposes.
Explore this video for a thorough walkthrough.
Topics Covered
Let's explore how to add new referral sources and manage them in Practice Settings.
- Navigate to the System Menu > select Practice Settings > Referral Sources.
Add a New Referral Source
- Click + Add Referral Source on the top right.
- Enter the Name of the new referral source and the Locations to be tagged.
- Add Sub-Categories as needed.
- You can Add New or select from Existing sub-categories.
- For multiple sub-categories, select a Default sub-category.
- Click Save.
- You will receive a toast notification stating 'Referral Source Added'.
Manage Referral Sources
The Referral Sources grid displays system-provided referral sources and user-added referral sources. You will see a System tag on the system-provided referral sources.
- To view only system referral sources, select the Show only System Referral Sources option.
To edit an existing referral source:
- Click on the intended custom referral source from the Referral Sources grid.
| Note: You cannot edit System-provided referral sources. |
- Make the required changes:
- You can change the Name, Locations, and Sub-Categories.
- To delete a sub-category, click Delete on the intended item.
- To deactivate a sub-category, click Deactivate on the intended item.
- Click on the Pencil icon to rename a sub-category.
- Click Save.
- To deactivate a referral source, click Deactivate.
- You can Activate an Inactive referral source.
Referral Source Sub-Category Actions
You can move, merge, or convert sub-categories to a Referral Source.
Note: Selected Sub-Categories will be removed from their associated referral source upon moving, merging, or conversion. |
To move a sub-category:
- Click on Actions at the top right.
- Select Move Sub-Categories.
- Select the Sub-Categories to be moved.
- Select the Destination Referral Source.
- Click Proceed.
- The selected sub-categories will be moved to the destination referral source.
To merge a sub-category:
- Click Actions from the Referral Sources.
- Select Merge Sub-Categories.
- Select the Sub-Categories to be merged.
- Select the Destination Sub-Category.
- Click Proceed.
| Note: The selected sub-categories will be merged into the target sub-category. |
To convert a sub-category into a referral source:
- Click Actions from the Referral Sources grid.
- Select the Convert Sub-Category to Referral Source option.
- Select the Sub-Category to be converted.
- Select the New Referral Source Name.
- Click Proceed.
| Note: The selected sub-category will be converted into a Referral Source. |
Practices can follow this guide to learn all about adding and managing referral sources in CareStack.