Adding a referring doctor or practitioner to your invoices
You can add a referring doctor to your records and invoices
Note This article has been flagged as needing an update.
The information contained in this article may be incomplete or relate to an older version of AppointmentGuru
The information contained in this article may be incomplete or relate to an older version of AppointmentGuru
To add a referrer to a client's record simply:
Adding a referrer:
- Go to the Clients page and click on the Client info tab
- Click on Add a referrer (bottom right) to add the referral information.
How works
Any referrer marked as current on a user's profile will automatically be added to the header information on your invoices.
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