Add Referral window

This Add Referral window is accessed via the Add New Client Window. Adding a New Referral to an existing client is done via the Referrals tab in Client Details.
 
Add Referral window
1

Referral Date

1. Referral Date
Add the date on the Referral
The date displays defaults to today
A date is required
2

Referral Number

2. Referral Number
Add a referral number (optional)
3

Number of Visits

3. Number of Visits
Add the number of visits the referral is for (optional)    
4

Choose an Existing Referrer

4. Choose an Existing Referrer
If the Referrer already exists, select the Referrer from the drop down list
5

Add a New Referrer

5. Add a New Referrer
If the Referrer is New, click the Add new Referrer radio button
The New Referrer fields will be displayed
Enter in Title (optional)
Enter in First Name, Last Name and Provider ID (required)
  Additional Referrer details can be added via the Client Details
6

Select an existing Client as a referrer

6. Select an existing Client as a referrer
Sometimes new Clients are referred by one of your existing Clients. If that is the case then this Client can be selected as a Client Referrer. You can use the Referrer Revenue Report to show where your Clients come from.
To add the Referred by (Client) field to your Client Details use the same Method as adding the Preferred Consultation Type field.
7

Add button

7. Add button
Click Add to add and save the referral details    
8

Cancel button

8. Cancel button
Click Cancel to exit from adding referral information to the Client