REFERRAL SOURCE CONTACT INFO TAB

The Referral Source Contact Info Tab allows you to enter your address/phone information, referral source contacts as well as any ancillary phone information.

ADD CONTACT INFO (Top)

To add contact info, click on the "Add Contact Info" link.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for adding on the Contact Info Tab: Add Referral Source.

Enter the required information and click "Save" when finished. For physicians, if you plan to use our feature to fax the physician orders, make sure that you have a fax number for the physician in this section.

EDIT ADDRESS/PHONE INFO (Top)

Click on the "Edit" link to edit the Address/Phone Info.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Referral Source.

Make the necessary changes and click "Save" when you are finished.

DELETE ADDRESS/PHONE INFO (Top)

Click on the “Delete” link to delete the Address/Phone Info.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Referral Source.

You will be asked if you are sure you want to delete. Click "OK" to confirm.

ADD CONTACT (Top)

To add a Referral Source Contact, click on the "Add Contact" link.

Enter the required information and click "Save" when finished.

EDIT REFERRAL SOURCE CONTACTS (Top)

Click on the "Edit" link to edit the Referral Source Contacts

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Referral Source.

Make the necessary changes and click "Save" when you are finished.

DELETE REFERRAL SOURCE CONTACTS (Top)

Click on the “Delete” link to delete the Referral Source Contacts.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Referral Source.

You will be asked if you are sure you want to delete. Click "OK" to confirm.

ADD PHONE (Top)

To add an Ancillary Phone, click on the "Add Phone" link.

Enter the required information and click "Save" when finished.

EDIT ANCILLARY PHONE INFO (Top)

Click on the "Edit" link to edit the Ancillary Phone Info.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Referral Source.

Make the necessary changes and click "Save" when you are finished.

DELETE ANCILLARY PHONE INFO (Top)

Click on the “Delete” link to delete the Ancillary Phone Info.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Referral Source.

You will be asked if you are sure you want to delete. Click "OK" to confirm.