HOW TO SETUP REFERRAL SOURCES

 


If you wish to track how the patients are hearing about your office, you may track this within TPS2000 by entering referral information within the patient files.  You will first need to setup the types of referral sources that you use.

 

You may access the Referral Source list by clicking on the above icon System Code Table Registry as shown above.  Or from the Open File Folder, select Basic Business Information.  This will open the System Registry.  From here use the pull down arrow and find Referral Source.

Delete

 

Exit

 

Add

 

Print

 

Description

 

Code

 

To ADD REFERRAL SOURCES to your list, click on [Add New Entry] button.  Next, Use a NUMERIC code for the Referral Source.  Enter the Name/Description of this Referral Source.

 

List all sources of referrals that send patients into your office.  A referral source of Patients is already entered into your system.

 

Example: Yellow Pages, newspaper, talks, signs, seminars, screenings, Other Professionals, etc.  

 

Note:  Do not put in each individual patient as a referral source, as that is covered in the patient's file.