Manage Referral Sources

Created by Datapel Integration, Modified on Fri, 6 Jun at 4:21 PM by Datapel Integration

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.

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

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