Articles on: Patient Summary

How do I customise sources?

The Source field can be used as a way of identifying where a client has come from, in both a clinical or non-clinical sense. For example, you may wish to identify clients that have learnt about your practice as a result of a Google AdWords campaign or via a Referral program.

Alternatively, you may wish to use this field to record who referred the patient, for example, their GP. As the source field options are completely customisable, it is up to you how you wish to use this field.

You can specify the source on the Patient Summary, as shown below:

The default source options are 'GP' and 'Direct', however this can be customised. If you wish to add additional sources, click on the main menu at the top left and go to Fields within the Settings and Tools section: 

To add a new Source, click on the grey Add button. To deactivate or edit a source, click on Edit or Deactivate next to the desired field:

Updated on: 22/05/2023

Was this article helpful?

Share your feedback


Thank you!