SOAP 2.0

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Would like to see a field added for how a patient was referred to us

If not from a physician, we would like to know how a patient has heard about us. (Friend, social media, chiropractor, school, trainer, etc)

  • Guest
  • Apr 25 2023
  • Apr 26, 2023

    Admin response

    Hello, and thanks for your feedback! This functionality already exists today in the product, when entering the case information select if the patient was referred by the physician and enter the Marketing Referral contact which could be created as Friend, social media, etc. Here’s a link to our help center that can help walk you through this functionality.


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  • Guest commented
    April 26, 2023 14:59

    Thank you! The link appears to be broken though.

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