Skip to main content
Sandata Technologies Help Center home page
Sandata News New User Sign Up Submit a request Sign in

Search

  1. Sandata Technologies
  2. Product Help
  3. Sandata Agency Management
  4. Client
  5. Client Module

Adding a New Referral Source

To add a new referral source:

1. Navigate to the Referral Sources screen.

Main Menu > Client > Referral Source

2. Click Add New Referral Source.

3. Enter the referral source’s information.

4. Click Save.

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

Comments

0 comments

Please sign in to leave a comment.

Articles in this section

  • Opening a Client's Profile
  • Changing a Client’s Status (From the Client Search Screen)
  • Creating a Surplus Invoice from the Client Search Screen
  • Changing a Client’s Payor from the Client Search Screen
  • Reassign Manager or Coordinator
  • Adding a New Client
  • Adding a New Admission
  • Printing a Client List
  • Adding a Medication to the System
  • Searching for a Medication

See all 17 articles

Sandata.com Compliance Documentation & Reports Security & Privacy Information
Español