Referral Method Type

ROLE PRIVILEGES NEEDED: <udl-white>Referral Method Type<udl-white>

ADD REFERRAL METHOD TYPEEDIT REFERRAL METHOD TYPEVIEW REFERRAL METHOD TYPEDELETE REFERRAL METHOD TYPE

Displays a listing of the common methods by which a referral is received i.e., email, phone, fax etc. To add a Referral Method Type, go to Settings > Lookup Tables > A/R Support Tables > Referral Method Type

ADD REFERRAL METHOD TYPE <returntomenu>menu ↑<returntomenu>

Select the <icon-formpos>xxx<icon-formpos><udl-orange>Add Referral Method Type<udl-orange> link to add Referral Method Type

Enter the required information and select <btnw>   Add   <btnw> when finished.

EDIT REFERRAL METHOD TYPE <returntomenu>menu ↑<returntomenu>

Select the Edit Pencil <icon-editpencil>xxx<icon-editpencil> to edit the Referral Method Type. You can also end a Referral Method Type by adding an end date.

Make the necessary changes and select <btnw>   Update  <btnw> when finished.

VIEW REFERRAL METHOD TYPE <returntomenu>menu ↑<returntomenu>

Selecting the Magnifying Glass <icon-magnify>xxx<icon-magnify> icon allows you to view the Referral Method Type

The Preview Screen appears

DELETE REFERRAL METHOD TYPE <returntomenu>menu ↑<returntomenu>

Select the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete the Referral Method Type

Interactive Tutorial