ROLE PRIVILEGES NEEDED: <udl-white>View Referral Sources<udl-white> | <udl-white>Add Referral Sources<udl-white> | <udl-white>Edit Referral Source<udl-white> | <udl-white>Delete Referral Source<udl-white>

SETUP: <udl-white>Referral Source Type<udl-white> | <udl-white>Facility Type<udl-white>

CONTACT INFO | ADD REFERRAL SOURCES | EDIT REFERRAL SOURCE | DELETE REFERRAL SOURCE | REPORTS | SUBMENUS | QUIZ

The Referral Sources List allows you to view/add/edit/delete referral sources.  To view the referral list, go to:

1. Resources
2. Referral Sources

You can search for a specific referral source by entering the referral source name in the Search box and clicking on <btnw>   Search   <btnw>

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Referral Source Type

or you can filter by selecting the drop down <btn>   All     ▾   <btn> under Status.

You can view the referral source file by clicking on the "Name" link <udl-orange>Aames, Alan<udl-orange> or the magnifying glass <icon-magnify>xxx<icon-magnify> icon.

CONTACT INFO <returntomenu>menu ↑<returntomenu>

You can view the referral source contact information by clicking on the "Address Book" <icon-addressgray>xxx<icon-addressgray>.

This will bring up a preview of the Contact Information.

ADD REFERRAL SOURCES <returntomenu>menu ↑<returntomenu>

To add a referral source, click on <icon-greenredarrows>xxx<icon-greenredarrows><udl-orange>Add Referral Source<udl-orange> link.

Enter the required information and click <btnw>    Save   <btnw>

This will take you to the Referral Source Master File.

EDIT REFERRAL SOURCE <returntomenu>menu ↑<returntomenu>

To edit the referral source, click on the <udl-orange>[Edit]<udl-orange> Edit Link.

Make the necessary changes and click <btnw>    Save   <btnw> when you are finished.

DELETE REFERRAL SOURCE <returntomenu>menu ↑<returntomenu>

You can delete a referral source by clicking on the Trash Can <icon-trashcan>xxx<icon-trashcan> icon.</icon-trashcan></icon-trashcan>

You will be asked if you are sure you want to delete.  Click "OK" to confirm.

REPORTS <returntomenu>menu ↑<returntomenu>  

Select the <btnw>   Export   <btnw> button when you have finished setting all of your options.  </btnw></btnw>

Referral Sources <btnw>   PDF     ▾  <btnw> includes:  </btnw></btnw>

• Referral Name
• Type
• Status
• Address 1
• Address 2
• City
• State
• Zip
• Preferred Numbers
• Email

You can export the referral sources into a Spreadsheet by clicking the drop down to the right of PDF and changing it to Spreadsheet and then click "Export".

Referral Sources <btnw>   Spreadsheet     ▾  <btnw> includes:</btnw></btnw>

• Name
• Type
• Status
• Address 1
• Address 2
• City
• State
• Zip
• Preferred Phone
• Email
• ID