REFERRAL SOURCE TYPE

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

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

AADD REFERRAL SOURCE

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

Enter the required information and click "Add". 

EDIT REFERRAL SOURCE

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

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

VIEW REFERRAL SOURCE

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

The Preview Screen appears

DELETE REFERRAL SOURCE

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