Adding a referring doctor or practitioner to your invoices
You can add a referring doctor to your records and invoices
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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