Editing a Referral Source on the Client Profile

To make changes to a current referral source on a client’s admission:

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.
5. Make any changes or revisions to the referral source. 6. Click Save.

• Zendesk Designer.5.log-1117815581.zip10 KB