Managing the Referral Count

Sometimes the referral count can get out of sync. The count is based on the number of appointments with the relevant referral attached. Often this is because the first appointment does not have the referral attached to it as it may come in after the appointment has been created. The only way to check this is to look at each appointment to see if there is a referral attached to it. The easiest way to check this is to use the Show all Client Appointments option to navigate around.

 

In the Appointment Book, right click on one of the Client's appointments

Select Show all Client Appointments

 

 

OR

Using the Find Client search

Search for the relevant client

Click on the View Appointments link

 

 

Click on the Appointment Date/Time link of the first appointment, or what is likely to be the first appointment in the current batch, if the client has mulitple referrals

 

This will take you to that appointment in the Appointment Book and highlight it with a black line

Open the appointment to see if there is a referral selected,

If not, click on the Referral dropdown arrow

Select the referral and click OK to save

 

Note, if the incorrect referral is selected, click on the drop down and select the correct one

Click OK to save.

 

If the correct referral attached, repeat the process by right-clicking and selecting Show All Client Appoinments

Select a different appointment and repeat as above.

 

For details on what happens when a Referral Expires click here.

For more Referral Tips click here.