Credentials Tab (Referral Sources)

PATH:
Resources
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Referral Sources Menu
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Credentials Tab (Referral Sources)
ROLE PRIVILEGES NEEDED: <udl-white>Add Referral Source<udl-white> | <udl-white>Edit Referral Source<udl-white> | <udl-white>Delete Referral Source<udl-white> |

ADD LICENSE | EDIT LICENSE | DELETE LICENSE | ADD IDENTIFIER | EDIT IDENTIFIERDELETE IDENTIFIER

The Referral Source's Credentials Tab allows you to add the Referral Source's license information as well as any identifiers for the Referral Source such as:

ADD LICENSE <returntomenu>menu ↑<returntomenu>  

To add the Referral Source's license number, select <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add License<udl-orange> .

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

EDIT LICENSE   <returntomenu>menu ↑<returntomenu>  

Select the Edit Pencil <icon-editpencil>xxx<icon-editpencil> to edit the License.

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

DELETE LICENSE   <returntomenu>menu ↑<returntomenu>  

Select the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete the License.

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

ADD IDENTIFIER <returntomenu>menu ↑<returntomenu>  

To add an Identifier, select the <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Identifier<udl-orange> link.

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

EDIT IDENTIFIER  <returntomenu>menu ↑<returntomenu>

Select the Edit Pencil <icon-editpencil>xxx<icon-editpencil> to edit the Identifier.

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

DELETE IDENTIFIER <returntomenu>menu ↑<returntomenu>

Select the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete the Identifier.

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

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