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  5. 06-Referral Sources

Searching for a Referral Source

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Searching for a Referral Source

To locate a referral source:

1. Navigate to the Referral Sources screen.

Main Menu > Client > Referral Source

2. Locate the referral source using the search filters.

3. Double click on the referral source to be viewed.

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Articles in this section

  • Referral Sources
  • Search Filters
  • Results List
  • Referral Source Window
  • Adding a New Referral Source
  • Searching for a Referral Source
  • Editing a Referral Source
  • Removing a Referral Source
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