Referral Sources

Referral Sources are 'How did you hear about us' and are used on new referrals/cases. To use Referral Sources they need to be set up and each project that requires them needs to have them switched on, see Project Set Up for details.

To create a new Referral Source click on the 'Create New Source' button or click on the name of an existing source to edit it.

Complete/edit enter the following information:

• Name of the Referral Source - The How did you hear about us label, which is displayed to the user and on reports.
• Notes - For information on this screen only; these notes are not output on any report.
• Display Order - The order they are displayed in the drop down list.
• Active? - Whether this option in the Referral Sources list is available for users of the system or not.

Click "Save Details" when you have entered the data.

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