Referral TipsIn Version 4 we introduced a few changes to the way Referrals are used in myPractice. So, we have collated some tips below to help with this.
Identifying the Current Referral
Whats the catch?
Why is this a problem?
How do you know the number of appointments left on a referral?These can be seen in the appointment book and also in the Edit Appointment screen.
There is two ways (both shown below) that the referral appointment status can be displayed in the Appointment Book when the option "Show Referral Count in Appointment Book Screen" is turned on in System > Options > Appointment Book :
What does 4/6 mean?
That four appointments out of a possible 6 have been used. Therefore, this client has two more appointments available.
Where can I see it in the Edit Appointment form?
The Remaining Appointments for the current referral is shown in the highlighted field containing the number "2" in the image above. If you hover over the field the tool tip appears.
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