Removing a Referral Source

Removing a Referral Source

To remove an out of date or invalid referral source: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 removed.

4. Click Delete.

5. Click Yes.

 

Comments

0 comments

Please sign in to leave a comment.