Editing a Referral Source

Editing a Referral Source

To update or correct 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 edited.

4.

Enter the updated information.

5.

Click Save.

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB