🌐Overview
External referrals are often used for:
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Tracking referral sources for marketing and reporting.
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Maintaining contact details of outside practitioners or organizations.
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Linking referred cases directly during service entry or patient registration.
Each referral record includes key details such as name, contact information, and referral type — all stored centrally for reuse across the system.
🧭 Navigation Path
Control Panel → Patient Billing → External Referrals
🪜 How to Add a New External Referrer
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Click ➕ Add (top-right).
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Fill in the required and optional fields:
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Name – required; full name of the referrer.
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Type – choose between Business (clinic, hospital, organization) or Individual (doctor or practitioner).
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(Optional) Clinic Name, Mobile / Secondary Mobile, Email / Secondary Email, and Address – to store full contact details.
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Click Submit to save.
✅ The new referral appears in the directory list.
🔗 Where External Referrals Are Used
You can attach an external referrer in two places:
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In the Patient Profile under referral details.
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While adding a service to a patient’s visit, to indicate which external doctor or clinic referred the case.
This helps maintain traceability for both clinical and commercial reporting.
💡 Pro Tips
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Keep contact details complete — this improves referral tracking in CRM and reports.
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Use “Type = Business” for institutions and “Individual” for referring doctors.
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Periodically review and update referral contacts to keep your database clean.