Working with Clients Working with Referrals
| Article Index |
|---|
| Working with Referrals |
| Creating a Referral |
| Noting a Referral |
| Referral Reporting |
| Referral Merge Fields |
| Sending Data to other Vets |
| All Pages |
Referral Clients - Referring Clinics and Vets
RxWorks understands the dynamic between clients, patients and the businesses that refer them to you and provides you with the tools you need to track referrals and referral details.
You can create referral clients and keep a record of the staff who work there. You can then record the date, business, contact and a detailed explanation for the referral.
Create links between the referring practice and the patient to keep track of histories and invoices and help you create post-treatment reports for the Referring practice. Use referral merge fields to create tailored correspondence to help your referral system run smoothly.
From Version 3.7, you cannot delete a client record if the record is of a referring practice and the record is linked to patients the client has referred.
