Preserve "Another Client" Referral Option when Referral Program is active.
Once the Referral Program is activated, "Another client" ceases to exist as an option for Referral under a clients contact information. This may and has resulted in the inability to later manually edit / add another Client as a referring party when the Client who was referred pre exists as a client with completed appointments.
We would like for "Another Client" To remain as an option even if the Referral Program is active.
Liz Brodersen
shared this idea
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Beth Colombo
commented
We are experiencing issues with new Referral Program too. So many times we learn from the client referral source weeks after their friend visited. We want to be able to report on this even if the new client didn't tell us when the came in.
I'm very excited about the new tool and the automation. However, we need to have a way to also manually add the referral source of a client after a new client has visited the practice.