How to setup Advanced Source in Patients & Leads
Sometimes you need to capture multiple sources for your Lead/Patient. This too is possible in Clinicea. Let me show you how.
Goto Tools |Organization | Select your clinic | Clinical Preferences | "You can have client source across multiple levels....".
Now goto Tools | Dropdowns. There are 3 different sources to fill i.e. City, Publication and the AdTye. The source are a hierarchy, so what you fill in City, can be used to filter Publications, and then once you select the Publication you can select the AdType.
1st Level: City
For Item: enter the City name
2nd Level: Publication
For Item: enter the Publication name
For Value: Enter the city you had entered in the 1st Level
3rd Level: Ad Type
For Item: enter the Ad Type name
Once configured you can see the changes on the Patient > Add New as well as the CRM > Add New page.
New Patient:
New Lead:
Goto Tools |Organization | Select your clinic | Clinical Preferences | "You can have client source across multiple levels....".
Now goto Tools | Dropdowns. There are 3 different sources to fill i.e. City, Publication and the AdTye. The source are a hierarchy, so what you fill in City, can be used to filter Publications, and then once you select the Publication you can select the AdType.
1st Level: City
For Item: enter the City name
2nd Level: Publication
For Item: enter the Publication name
For Value: Enter the city you had entered in the 1st Level
3rd Level: Ad Type
For Item: enter the Ad Type name
Once configured you can see the changes on the Patient > Add New as well as the CRM > Add New page.
New Patient:
New Lead:
Updated on: 05/06/2023
Thank you!