Set Up Miscellaneous Referrer Records

Use the Other Referrer editor to create and maintain the list of miscellaneous people and sources that refer patients to your practice. This list should not include dentists or other people that have a Professional page in your Edge system, nor should it include anyone with an Edge patient folder. The editor includes the referrer name, address, phone number, several user-defined fields, and a notepad you can use to add additional information.

How to Get Here

• Home ribbon bar > Editors > Professionals / Referrers > Other Referrer. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Select Professionals/Referrers in the list at the left and select the Other Referrers option.

  

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Setup

• Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right.

   

  

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• Display active / inactive records - You can choose whether to include inactive records in your list by enabling / disabling the Show Inactive option at the top of the list.

   

  

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• Create new record - Click New, then complete the details, described below.

   

  

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• Edit referrer details - Select a record to work with, and review / edit the Referrer Details portion of the window.

   

  

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  • Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients. You can, however, include inactive records in your list of records, and change them back to Active if needed.

  • Name - You can change the referrer name if needed. Note that this is a required field.

  • Contact info - Enter the address, phone number and e-mail address of the person or company.

  • Custom fields - Use the User Defined Fields editor to set up the captions, or names, of unique fields available in this editor. See "Set Up User Defined Fields" for details.

• Review / edit notepad - Use the notepad to type free-form notes. You can categorize your notes , then use the filter to view only the categories of notes you need to see. In addition, you can use entries from the internal Edge dictionary, as well as your personal and shared dictionaries, to auto-complete your text. See "Notepad" for details.

   

  

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• Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

  

Notice!

• Referrer source names - We suggest you begin the name of non-individual referral sources (such as Yellow Pages, Family Friend, and Newpaper with a specific character (i.e. * ) so that you do not have to remember exactly how you entered the name in order to find it. (For example, did you use the term Yellow Pages or Phone Bookas the referral name?)

More Information

• Print Referrer Labels - See "Referrer Labels" for details about printing labels for the records in your Other Referrer editor.

• Patient Set Up
  • Alert Editor
  • Appliance & Destination Editor
  • Contact Category Editor
  • Custom Response Editor
  • Dentist & Other Professional Editor
  • Employer Editor
  • History Category Editor
  • Other Referrers Editor
  • Patient Code Generation Protocol
  • Professional Types Editor
  • School Editor
  • Search Options
  • Status Editor
  • User Defined Field Editor
  • Zip Code Editor

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