Set Up Additional Referral Sources

Physician referrals are often required by government regulations and payers. Insight EMR allows you to track physician referrals for any patient case. Often, even for patients that are referred by a physician, they were initially referred to your clinic by someone else.

  1. From the Settings list, click Referral Sources.

  2. Click Add to create a new row in the Referral Sources dialog box.
  3. Enter a description in the Referral Source column.
  4. In the Type column, select a referral source type from the list, as illustrated.

Referral Source Types

The following list describes the referral source types that are available from the Type list.

  • Client – Tracks patients that are referred by one of your other patients.
  • Staff – Tracks patients that are referred because of the efforts of someone on your staff. In this example, "Therapist by Name" is being used to track patients that are referred to a specific therapist in your clinic.
  • Contact – Tracks patients that are referred by a non-physician contact, such as an attorney.
  • Not a Person – Tracks patients that selected your clinic on the basis of some sort of advertisement or promotion. "Not a Person" should be used to track patients that selected your clinic on the basis of an internet search.
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