Referral Source Window

Referral Source Window

The Referral Source Window is used to add a new referral source that can be selected in the client’s admission.

Field

Description

Referral

Use this field to enter the title of the referrer.

TIN

Use this field to enter the referrer’s tax identification number.

Ref. Type

Use this drop down to select the type of reference.

Contact

Use this field to enter the name of a contact person if referring from an office.

Name

Use this field to enter the referrer’s name.

Address

Use this field to enter the referrer’s address.

Apt

Use this field to enter the referrer’s apartment number.

City

Use this field to enter the referrer’s city.

State

Use this field to enter the referrer’s state.

Zip

Use this field to enter the referrer’s zip code.

County

Use this field to enter the referrer’s county.

Type

Use this drop down to select the type of address.

Evacuation Zone

Use this drop down to select the referrer’s designated evacuation zone.

Home

Use this field to enter the referrer’s home phone number.

Mobile

Use this field to enter the referrer’s mobile phone number.

Work

Use this field to enter the referrer’s work phone number.

Fax

Use this field to enter the referrer’s fax number.

Email

Use this field to enter the referrer’s e-mail address.

Mobile

Select this checkbox to indicate if the referrer’s mobile number is their primary number.

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