Kasper offers a convenient feature that allows users to seamlessly integrate a referral section into their paperless forms. This feature enables efficient tracking of referrals, streamlining the process of managing leads to your office.
Syncing Referral Information in Real Time:
As patients fill out the referral section, it will sync in real time with the patient information section in Open Dental.
Locating Referral Information in Open Dental
To find referral information in Open Dental, navigate to the Family tab. In the Patient Information section, look for "Referred From."
Default Referral Options:
The referral section will, by default, include options to list referrals by doctors or patients. If you wish to expand this list to include platforms like Facebook or Google as in the example below, follow the next steps.
Add the referral as a "Preferred Referral" in Open Dental:
In Open Dental, Select Lists, then Referrals.
Choose "Add a Referral". Add the name of the referral and make sure to select "Preferred Referral" to add it to the referral drop-down menu in the form.
Adding Specific Doctors or Patients:
If you want to include a particular doctor or patient in your form's referral drop-down menu:
In Open Dental, Select the Lists option, then Referral.
Choose that specific doctor or patient by double clicking on the name.
Set the doctor or the patient as "Preferred Referral".
Integrating a referral section into your forms empowers you to effortlessly monitor patients referred from specific sources while efficiently managing your leads. This will enhance your overall ability to track and leverage referrals.
How to include a Referral Section to a particular Form?
To include a referral section to a particular Form, kindly submit a request to newforms@meetkasper.com, and your form will be updated within 2-3 business days.