How to Add, Edit and Delete Referral Source

Created by Dan Fields, Modified on Wed, Apr 26, 2023 at 11:35 AM by Dan Fields

Note: Only administrators or those user types with permission can access the system management section.  


1. Click on the "System Management" tab on the menu located on the left hand side. Then click on the "Referral Source" button from the drop down menu. 


2. Next step use the "Name field" to enter the name of the referral source you are adding. Once you enter the referral source name, click on "Save."



How To Edit Referral Source


1. Click on the "Edit" option found under the "Actions'  column.



2. Under the name field, edit the referral source name. Once done editing the name, click on "Save."


How To Delete Referral Source


1.  Click on the "Delete" option found under the "Actions'  column.



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