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Referring Physician Management

Track external physicians who refer patients to your facility:

  1. Create the referring physician as an External Healthcare Practitioner
  2. When booking appointments or creating encounters, select the Referring Practitioner
  3. This information flows through to:
    • Patient Encounter records
    • Sales Invoices (for referral tracking)
    • Reports for referral analytics

Business benefit: Tracking referral sources helps you understand which physicians or facilities are sending patients to you, enabling better relationship management and marketing decisions.

Referring Practitioner Selection