You have the ability to add Referral Providers. This allows you to track where your Clients were referred from.

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Add Provider Provider

1. Hover over the Managers tab in the navigation bar and select Preferences from the drop-down.
2. Scroll to Manage Referral Providers section and expand.
3. Enter in appropriate Referral Provider information.
4. Select Active checkbox.
5. Click Insert button.
   
   

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Edit Referral Provider

1. Hover over the Managers tab in the navigation bar and select Preferences from the drop-down.
2. Scroll to Manage Referral Provider section and expand.
3. Click Edit link for desired Referring Provider.
4. Make appropriate changes and click Update.
   
   

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Mark Referral Provider as Active or Inactive

Although you are not able to delete a Referral Provider, you can mark them as Inactive. Marking them as Inactive means they will not display in any drop-downs. You can reactivate them at anytime.

1. Edit desired Referral following steps above.
2. Select or deselect the Active Checkbox.
3. Click Update link.
   
   

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