You can categorise your referrals by creating custom referral priorities. The priorities can be named based on your clinic's needs. Once a referral has been allocated a priority, they are easy to filter within a specific referral group in the referrals section.
Steps to create and/ or modify referral priorities
From the main menu, click Settings > Referral.
Click Priorities Tab.
Click +Add Priority.
The New Priority window appears.
Select the Icon and Colour.
Type the new priority in the Name field.
You rename an existing priority by clicking on it. The Edit Priority window appears. Click in the Name field to rename.
You have to add a priority when creating a referral. If your clinic uses a priority most of the time when creating a referral, it may be beneficial to make it your default priority.
Click Default next to the specific priority.
⚠️ Important: Do not delete a priority that has already been assigned to specific referrals. Rather rename the priority.
Updated June 14, 2021