Manually adding a referral ensures both the existing patient and new patient receive their reward points, even if the referral was not captured during booking. This guide walks through how to link the referral from the patient profile so rewards are automatically given once the referred patient’s appointment is paid.
Step 1: Click on Patients.
Step 2: In the search box, search for the patient’s name who made the referral.
Step 3: Click the rewards icon on the right side of the patient’s profile.
Step 4: Next to Referrals, select Add.
Step 5: Type in the name of the patient who was referred.
Step 6: Click Next to continue.
Step 7: You’ll see that referral credit is pending for the referred patient. Click Confirm.
Step 8: Click OK to complete. Then you will see that the referred patient has been added to the referring patient's dashboard. Once the referred patient completes an appointment, both patients will receive their respective points.
