Hi ARP. You could try the Contacts tab of the patient file to store referrer details in addition to the fields already provided.
The Contacts tab can be used to store the contact details of an individual and reference them through the letter tag system. This is quite handy when there may be other actors in the process such as case managers, employers, specialists and allied health providers.
First set up a Contact Relationship. Go to System >Contacts > Contact Relationships and select Add.
In the Relation field give it a description and in Merge Type use an abbreviation that we will use later as a Letter Tag.
On a Patient’s file, go to the Contacts tab and select Add. Search for a previously created contact and select OK, or use the New button to create a new contact as required.
You will now be prompted to select the Contact Relationship. Select the relevant relationship and select OK.
Now when you are writing your letter you can add the contact’s details by using the Contact letter tags and selecting the Merge Type in the bottom right of the Front Desk Word Processor.
In our example below we use the RD2 Merge Type we created earlier.
If you use these tags and the details do not exist, you would simply see blank fields in your standard letter.