Referral Sources

Referral Sources are 'How did you hear about us' and are used on new referrals/cases.

Setting up Referral Sources

Click on the menu item to see the Referral Sources currently set up on the system, if there are any. Click on "Create New Source" to create one, or click on the name of an existing one to edit it.

You can now enter the following information:

• Name of the Referral Source
• Notes (for information on this screen only; these notes are not output on any report)
• Display Order
• 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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