Add a New Referrer

Add a new dentist or specialist to your Tops Ortho Referrers Matrix!

First make sure that the Referrer is not already in your Referrers Matrix; this step avoids duplicate records!

Go to View > Referrer Info... or press Command R.
Search the Referrer by first and last name. Do not use titles such as Dr.
Click Find or press Return.
If your search returns no results, click Create New Referrer.

Enter the Referrer first and last name and, if needed, their title.
Enter the Company Name under the name field. Note: What you enter here will link the Referrer to other Referrers with the same Company Name. The names must be typed identically for this feature to work.
Enter the full street address for mail communication. This will allow you to print envelopes or labels for your Referrer.
Enter the email address for paperless communication.
Enter the phone number(s).
Select the Referrer Category. Edit your Referrer Categories at any time in Tops Ortho > Practice Setup > Labels.
Select a Group if desired. The five Groups range from one diamond symbol to five diamond symbols. Your practice can assign unique meaning to Groups, such as one diamond for a poor Referrer to your practice and five diamonds for an excellent Referrer to your practice.
Use the Notes field for useful information about the Referrer, such as the insurances they accept.