Description
This article explains how to add/rename and make Referral Sources inactive.
Workflow Reminder Referral sources are now entered directly in the WMS. We no longer replicate these from the Accounting system. |
Detail Steps
1.Login to WMS.
2.Go to Tools > Manage Lists.
3. Select Referral Sources.
4. Manage Referral Source screen will open.
Add New Referral Source:
a) Type name
b) select Add
Rename existing Referral Source:
a) Select Referral Source (double click to activate)
b) Make changes
c) Select Rename
Make Referral Source Inactive:
a) Select Referral Source (double click to activate)
b) Select Make Inactive
Related Information
None