Articles on: Patient Summary

How do I customise sources?

Sources are used as a way to identify where clients have come from (in a 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.

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

If you wish to specify additional sources click on the menu at the top left of the application and go to Fields within the Settings and Tools section: 

To add a Source click on Add. Alternatively to deactivate or change a source click on Edit or Deactivate:

Updated on: 21/06/2022

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