Managing Referral Sources

Tip: Referral Sources are used in the Schedule Stats report, they display revenue from each Referral Source by date range selected.

How To Add New Referral Source

• Click "+New."
• Enter a description in the Name field.
• Click "Create Type."

How To Edit the Name of a Referral Source

• Click on the Referral Source name.
• Edit the description in the Name field.
• Click "Update."

Note: When you edit a Referral Source, Clients previously coded to that Referral Source will update to the new Referral Source Name. To prevent changing historic data, it might be better to add a New Referral Source (see above) instead.

How To Delete a Referral Source

• Click on the "Referral Source" name.
• Click "Delete."

Warning: You can delete Referral Sources at any time. If you delete a Referral Source you will no longer be able to identify clients who were assigned the Referral Sources you have deleted.