Recording How Patients Heard About the Practice – Nookal

With Nookal, it is easy to record if a Patient was referred by an existing Patient, a Contact or another source of Marketing e.g. Facebook ad. This information will be saved in the Patient Profile and used for marketing reports.

There are three main ways to record or update this information. See below for details.

When Creating an Appointment

1. Click on an available timeslot in the Calendar and create an appointment for a new or existing Patient.

Creating a new appointment from calendar timeslot in Nookal

2. For new Patients fill in the Patient details first, then select Create a New Case under Case. For existing Patients, select Create a New Case under Case if appropriate.

Selecting Create New Case for new or existing patient during appointment booking

3. Under the Referrer section, click on Referred by to view Marketing Referrer options.

Referred by field opened in referrer section of appointment screen

4. Select Contact, Patient, or Other.

Choosing referrer type including contact, patient, or other source in Nookal

Setting up Other Referrers for more details.

5. Choose the appropriate Referrer for the selected Referrer Type.

Selecting specific referrer from dropdown list in appointment workflow

6. Add More Information if necessary.

Entering additional information for referral source in Nookal

7. Click Create Appointment.

Create Appointment button used to save booking with referral details

From an Existing Appointment

1. Click on an existing appointment in the Calendar.

Opening an existing appointment from calendar in Nookal

2. In Classic view, click Edit Case Details under Case Details.

Edit Case Details option selected in appointment case section

Hot Tips

In Fresh view, click on the spanner icon.

3. Follow steps 3, 4, 5 and 6 from above.

4. Click Save Changes.

Save Changes button used to apply referral updates in Nookal

From the Patient Profile

1. Navigate to the Patient Profile.

2. Click on Cases in the menu.

Cases section opened within patient profile in Nookal

3. Select an existing Case to update the Referrer or click Create a New Case.

Selecting or creating a case from patient profile to update referral source