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Referral Source Setup

The Referral Source Setup screen is used to create and alter Referral types.

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   These can be useful for certain types of reports, if you track who referred clients to your hospital. 

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Add New Referral Source

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Click the Add New Record button to add a new referral type. Replace the text "New Value" with the name of the referral type and click Save.

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Edit Referral Source

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To edit an existing referral type, select the row and click on the Edit button or double click the record.

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Referral Source on the Client Screen

These sources will appear on the Client screen in the Client Details tab, under the Referral Source.

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Setup & Admin Guides
Setup & Admin Guides
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