Sometimes you need to capture multiple sources for your Lead/Patient. This too is possible in Clinicea. Let me show you how.

  1. Goto Tools |Organization | Select your clinic | Clinical Preferences | "You can have client source across multiple levels....".

2. 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

3. Once configured you can see the changes on the Patient > Add New as well as the CRM > Add New page.

New Patient:

New Lead:

Did this answer your question?