Client referrals
Each referral is created against a particular Organization (that the client is billed through) for the client.
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The Not Engaged tab shows Organizations that do not have a referral set up for the client.
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The Engaged tab shows Organizations where the referral information has been set up for the client.
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To set up the referral percentages and payee against the client, on the Client menu, click Client Referrals.
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Select the Not engaged tab, then choose an Organization.
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Enter the referral information:
| Field | Description |
| Organization | This displays the Organization for which the referral is applicable to. This cannot be changed. |
| Start Date | The date from which referral payments are to start. This is based from the date on the invoice. |
| End Date | The date when referral payments should end. This can be left blank. |
| Payee | The contact who will receive the payment. The contact must be a contact on Practice Engine. Click the binoculars icon to search for a contact. |
| Notes | Add any notes regarding the referral. |
| Standard % | The percentage of standard fees used to calculate the referral payment. |
| Recurring % | The percentage of recurring fees used to calculate the referral payment. |