Referral

Most often, patients get referral to see a specialist from their primary care physician or from a doctor at a hospital. Doctors refer patients based on what they feel is necessary for them, and this is how many specialists get the bulk of their patient base.Note- Please click here to see setup for referral.

To Add Referral Person click on Referral link present at the side menu then click on Referral Person and then click on +Add Referral Person button, here enter Referrer Name, Referrer Contact, Contact Person Name, Contact Person Phone, Category, Standard Commission (%), Address and Commission for Modules (%)  details and click on Save button.This added referral record you can see at Referral Person list page.To edit Referral Person details click on Edit button, edit details and save it

Now to add Referral Payment go to Referral module then click on +Add Referral Payment button. Here add Patient, Patient Type, Bill No/Case Id, Patient Bill Amount, Payee, Commission Percentage (%), Commission Amount and then click on Save button.This added record will show at Referral List page.To edit Referral Payment details click on Edit button, edit details and save it and for delete Referral Payment click on Delete button present at Action column.