Description

This article explains how to add/rename and make inactive Referral Sources.

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 Inactive Referral Source:

a) select Referral Source (double click to activate)

b) select Make Inactive


Related Information

None