Referral Source Type

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

ADD REFERRAL SOURCE TYPEEDIT REFERRAL SOURCE TYPEVIEW REFERRAL SOURCE TYPEDELETE REFERRAL SOURCE TYPE

Provides a listing of the major groupings of referral sources i.e., facility, physician, government, insurance company etc. To add a Referral Source Type, go to Settings > Lookup Tables > A/R Support Tables > Referral Source Type

ADD REFERRAL SOURCE <returntomenu>menu ↑<returntomenu>

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

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

EDIT REFERRAL SOURCE <returntomenu>menu ↑<returntomenu>

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

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

VIEW REFERRAL SOURCE <returntomenu>menu ↑<returntomenu>

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

The Preview Screen appears

DELETE REFERRAL SOURCE <returntomenu>menu ↑<returntomenu>

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

Interactive Tutorial