V4 - How do I add a Referral?

This article relates to version 4 of myPractice.


To add a Referral to a Client record, the Referrer must first be added to the list of Referrers in the Data Maintenance < Referrers. See the help documentation on How to add a new referrer.

Once the referrer has been added, then, go back back in the Client Details < Referrals tab. You may need to refresh the Referrers list using the Go button up next to the Client Name box in the toolbar to be able to see the newly added referrer.The use the help documentation on How to add a new referral.

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