How to Add a Referral to Ambiki
Published: January 29, 2024
Last updated: April 02, 2024
How to Add a Referral to Ambiki
Go the patient's profile that you want to add the referral for.
Click Actions > Edit from the top left.
Select Referrals on the left side.
Add information to the form:
- Date: What date was this referral collected?
- Referral source type: What type of referral was this? Who sent it?
- Referrer name: Who referred the client?
- Referrer URL: Is there a URL or website associated with this referral?
- Note: Any notes you want to add about this referral.
![](https://ambiki.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaEpJaWsyWkdVMk5XVmlOUzA1TVdGaUxUUTJNVFl0WVdaaU1pMDBNV1poTldKaU1qQTNNeklHT2daRlZBPT0iLCJleHAiOm51bGwsInB1ciI6ImJsb2JfaWQifX0=~~4c47d1fd748801418d07cced360c317e79f45374/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RkhKbGMybDZaVjkwYjE5c2FXMXBkRnNIYVFJQUJHa0NBQU09IiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=~~77115681601b478277d5a55fe32c93b87a5f9474/image.png)
![Bailey Morgan avatar](https://ambiki.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaEpJaWxtWkRreE0yRmlZUzB5TVdVd0xUUmtOemd0WVRVM1lpMW1aRFpsTjJabVpqaGhNVFFHT2daRlZBPT0iLCJleHAiOm51bGwsInB1ciI6ImJsb2JfaWQifX0=~~b272111e34dc57840e63734c945555bd100ec303/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQXZRQmFRTDBBUT09IiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=~~75c957139bad7d68689692239928a4fc37309023/headshot.jpg)
Bailey Morgan