Can I set an appointment limit on third-party referrals?


You can customise the rules by setting up different referral types (for example, where you have a set number of appointments per employee).

To do this:

  1. Under Finances, click Fees.
  2. Click the Referral Types tab.
  3. Click Add Referral Type at the top-right towards the top of the page.
  4. Complete all the relevant information.
  5. Click Save.
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