Set up Referral Hospital or Doctor

Who does this: hospital administrator or front-office supervisor Where: General Masters › Other Masters › Referral Hospital or Doctor

A referral source is an outside hospital, doctor or other person who sends patients to your hospital. Add each one here once with their contact details; staff then pick them when they record who referred a patient.

Add a referring hospital or doctor

1. Go to General Masters › Other Masters › Referral Hospital or Doctor.

2. Click Add. The form opens on the right.

3. Choose who is referring: Referred By Hospital, Referred By Doctor or Other. The name field changes to match, for example Doctor Name (Referred By).

4. Fill in the fields:

   Field	What to enter	Required
   Hospital Name / Doctor Name (Referred By)	The hospital's or doctor's name. Up to 50 characters.	Yes
   Status	Leave on Active.	—
   Area Type	Urban or Rural.	—
   Address Line 1, Street/Mohalla, Location	The address.	No
   Country Name, State Name, City/Town	Where they are. A default is filled in; change it if needed.	No
   ZIP/PIN Code	The postal code, numbers only.	No
   Land/Home Phone Number	A landline number, at least 6 digits.	No
   Mobile Phone Number	A mobile number of 9 or 10 digits.	Yes
   Email ID	An email address.	No

5. Click Save. You return to the list and the new entry appears in it.

Change or deactivate a referral source

1. In the list, click the ⋮ button at the end of the row and choose Edit.
2. Change the fields you need. To stop offering this hospital or doctor, switch Status to Inactive.
3. Click Save.

Referral sources cannot be deleted from this screen. Make them Inactive instead.

Good to know

• A mobile number is required for every referral source.
• Click Import to load many referral sources at once from a file, and Export to csv to download the list.
• Click Cancel or × to close the form without saving.

Related

• Previous: Set up Occupation
• Next: Set up Relationship
• General Masters FAQs