Sandata Agency Management 06-Manage Referral Sources

To add a new referral source:

1. Go to Main Menu > Client > Referral Source.

2. Click Add New Referral Source.

   

3. Enter the referral source’s information.

4. Click Save.

   

To locate a referral source:

1. Go to Main Menu > Client > Referral Source.

2. Locate the referral source using the search filters.

3. Double-click on the referral source to be viewed.

   

To update or correct a referral source:

1. Go to Main Menu > Client > Referral Source.

2. Locate the referral source using the search filters.

3. Double-click on the referral source to be edited.

   

4. Enter the updated information.

5. Click Save.

To remove an out of date or invalid referral source:

1. Go to Main Menu > Client > Referral Source.

2. Locate the referral source using the search filters.

3. Double-click on the referral source to be deleted.

   

4. Click Delete.

   

5. Click Yes.