Referral sources

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  • Idea
  • Updated 6 months ago

Hi There, We are trying to capture how our leads come to our clinic and it is therefore very important that we see exactly what channel they are coming from.  Can I suggest that you combine "Notes" and "Additional" together so that we can select a referrer from either doctors or patients.  You could also have a filter in "Notes" so that we can see our GP's as well.  Also if we could add traditional channels such as google, WOM, Flyers, etc.  Thanks

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Tess Beddome

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Posted 2 years ago

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We've ended up making a "patient" called "Google", "Walking Past" etc to track. This would be better!
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Joyaa Antares

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I think we won't be able to avoid this, Meaghan.  We will need to enter "Google", "Walking Past" etc somewhere ... 
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Judy Maier

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We also enter our lead sources as patients, ie Markets; Sign, Google etc. we will be interested to see if there's another option.
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Ki

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Yes, we did the same, with Google being our patient. lol
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Joyaa Antares

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Sounds like a nice idea, Tess.  Currently the notes tab has two boxes - "Referrer 1" and "Referrer 2". Adding a 3rd box that draws info from the GP/Medical Referrer table/dataset sounds like a very handy solution to long-standing problem.
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Amber Quirk

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Great idea! We would like this feature too
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In Stride Health Clinic

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Wouldn't you do it under Patient Tracking  Categories?  You can add your categories.
Sharon
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Joyaa Antares

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Mmm, but wouldn't that draw in a different set of reports (tracking category reports)?  So then you'd be capturing some info on tracking, other info under additional (eg GP's name), other info under Notes (whoever referred), and now doubling up on data entry to some extent under tracking?
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In Stride Health Clinic

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True, they need to add the patient tracking category under additional area so you can add it there.  If its under notes that another tab you need to fill out with information. sharon
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Andrea Lutt

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We have added many of our GP referrers as patients to get around this, however, it is very time consuming having to add the data twice.
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Gary Simpson

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We have done the same thing using the last name "Practitioner".
Is not ideal, but works.