Legacy - Reference Types

Legacy - Reference Types

How did you hear about us?

Configure the Referral Types who will refer clients to the clinics e.g other doctors, friends, veterinarian etc
Used in Client Registration page, to select "How did you hear about us?"

How To Setup Reference types



1) Add a Referral Type
2) Edit Referral Type
3) Add a master contact list of the referrals

Edit Referral Type


Upon clicking Edit button , It will open above form
1. Status can be changed to Either Active or Inactive
2. If you check "Get Referral Details", while creating client it will give you option to enter Referral Details.
3. If you check "Select from existing Clients as Referral", while creating client it will open existing Client list to be selected as Referral

Upon selecting "Select from existing Clients as Referral"


While creating client, it will Open existing Client list.

Upon selecting "Get Referral Details"


While creating client, it will open already generated list


You can Add /Edit list while entering new client



    • Related Articles

    • Legacy - Add Appointment Types with Color Coding

      Appointment types are defined to categorize appointments according to their nature of treatment or medical procedures. For instance, a clinic can set 3 distinct Appointment types as "Out Patient", "Boarding" and "Surgery". Similarly one can define ...

    • NextGen - How to add attachment types?

      1) Please click on the preferences icon as shown below. Navigate to templates and attachments then attachment type. 1 > Preferences 2 > Templates and attachments 3 > Attachments types 2) Click on add attachment type. 3) Add in the necessary ...

    • NextGen - How do I setup my payment types?

      1) Please click on the money manager icon shown below. Navigate to accounting settings then payment types. 1 > Click on Money manager 2 > Accounting settings 3 > Payment type 2) Click on Add new to add a new payment type. You can use the opt option ...

    • NextGen - CONFIGURING Antech Reference lab.

      A, To configure Antech reference lab,  Go to SET UP >> MARKET PLACE >> ANTECH APP B,  Go to Configuration Details and click on ADD CONFIGURATION and enter the following details.     Clinic name, Lab zone, Zoasis ID, Account number, Zip code, Username ...

    • NextGen - CONFIGURING Antech Reference lab.

      A, To configure Antech reference lab,  Go to SET UP >> MARKET PLACE >> ANTECH APP B,  Go to Configuration Details and click on ADD CONFIGURATION and enter the following details.     Clinic name, Lab zone, Zoasis ID, Account number, Zip code, Username ...