You can record the marketing plan that brought your practice to the attention of the patient.
Open NextGen® Enterprise PM.
On the main toolbar, select Chart or Chart Lookup .
The Patient Lookup window opens.
In the Search Criteria section, enter the patient's information, and then select Find.
Patient records that match the search criteria, appear in the Matching Records section.
Select the patient, and then select Open.
The Patient Chart window opens.
Under Patient Information, select Chart Details, and then select open folder .
The Chart Details window opens.
From the Marketing Plan list, select a marketing plan to attach to the patient.
Note: Marketing plans are set up for the practice in the Marketing Plans master file in File Maintenance.
Enter additional details of the marketing plan in Marketing Data.
If the patient saw an advertisement in a newspaper, you can record the name of the newspaper.
Additional details could mean instances such as the name of the newspaper if the patient saw the advertisement in a newspaper or the name of the referring person if another patient or a physician referred the patient.
Enter information about the marketing techniques that attracted the patient to your practice in Marketing Comments.
