Viewing a Referral Source on the Client Profile
To view the current referral sources on a client’s profile:
| 1. | Navigate to the Client Search screen. |
Main Menu > Client
| 2. | Locate and double click on the client using the search filters. |
| 3. | Use the drop down to select the source to be viewed. |
| 4. | Click View This Referral Source’s Information. |
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