V4/V5 - How do I categorise my different types of clients/referrals?

This article relates to version 4 of myPractice and version 5 of Bp Allied. All Documentation links relate to version 4 but the same principles apply in V5.

There are several options for doing this depending on what you want to categorise.

For example:
Referral Reason or Referral Source fields could be used to categorise things such as ATAPS referrals, Better Access referrals, Workcover referrals or Private referrals. This is a dropdown list that can be customised.

The other option maybe to re-use a field you are not using for this purpose e.g Benefit Type or Marital Status. These fields can also have their options customised.

Feedback and Knowledge Base