Before you add a Referral Source Contact, ensure you select the correct Referral Source first.
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Before you add a Referral Source Contact, ensure you select the correct Referral Source first. |
To add Contacts for a Referral Source:
1. From the Main Menu, click Master Files, and then select Referral Sources.
2. Select a referral on the Referral Sources tab.
3. Select the Contacts tab.
4. Click 
. You will be directed to a new screen that will display the name of the selected Referral Source.
5. Enter the First Name, Last Name, and Contact Notes.
6. Click 
. When the information saves, the Phones/Email area becomes active so you can add phone numbers as necessary.