Client Configurations: Configure Referral Source

Client Configurations: Configure Referral Source

1. To configure referral sources, go to the Main Menu (green button in the upper right hand corner) and select Configurations.

2. Scroll down to the Meal section and select Referral Source.

3. On the Referral Source Index screen, you will see a list of your currently configured referral sources.

4. You can edit these referral sources by clicking on the drop down to the right of the restriction and selecting

5. Edit the Referral Source Name and then click Save (to the right of the referral source name).

6. To Delete a referral source, click the drop down to the right of the referral source and select delete.

7. Confirm that you want to delete the referral source by clicking OK. A referral source cannot be deleted if it has been used on any client records.

8. To Add a new referral source to the list, type a term or phrase into the Referral Source Name box and then click the Add

Save