REFERRAL METHOD TYPE

To add a Referral Method Type, go to Settings > Lookup Tables > A/R Support Tables > Referral Method Type

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Referral Method Type.

ADD REFERRAL METHOD TYPE

To add a new Referral Method Type, click on the "Add Referral Method Type” link

Enter the required information and click "Add".

EDIT REFERRAL METHOD TYPE

To edit a Referral Method Type, click on the edit pencil. You can also end a Referral Method Type by adding an end date.

Make your changes and click on the "Update" button.

VIEW REFERRAL METHOD TYPE

To view a Referral Method Type, click on the magnifying glass

The Preview Screen appears

DELETE REFERRAL METHOD TYPE

To delete a Referral Method Type, click on the trash can