REFERRAL SOURCE NOTE TYPE
To add a Referral Source Note Type, go to Settings > Lookup Tables > A/R Support Tables > Referral Source Note Type
NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Referral Source Note Type.
ADD REFERRAL SOURCE NOTE TYPE
To add a new Referral Source Note Type, click on the "Add Referral Source Note Type” link
Enter the required information and click "Add".
EDIT REFERRAL SOURCE NOTE TYPE
To edit a Referral Source Note Type, click on the edit pencil. You can also end a Referral Source Note Type by adding an end date.
Make your changes and click on the "Update" button.
VIEW REFERRAL SOURCE NOTE TYPE
To view a Referral Source Note Type, click on the magnifying glass
The Preview Screen appears
DELETE REFERRAL SOURCE NOTE TYPE
To delete a Referral Source Note Type, click on the trash can
