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Add Referral window


This Add Referral window is accessed via the Add New Client Window and also via the Edit Appointment form. Adding a New Referral to an existing client is done via the Referrals tab in Client Details.
 
The Referred by (Client) field has been removed from this section and can be added as a separate field via the Customise Layout option.
 
Add Referral window
1

Referral Date

1. Referral Date
Add the date on the Referral
The date displays defaults to today
A date is required
2

Referral Number

2. Referral Number
Add a referral number (optional)
3

Number of Visits

3. Number of Visits
Add the number of visits the referral is for (optional)    
 
Additional Referral details can be added via the Client Details form.
4

Choose an Existing Referrer

4. Choose an Existing Referrer
If the Referrer already exists, select the Referrer from the drop down list
5

Add a New Referrer

5. Add a New Referrer
If the Referrer is New, click the Add new Referrer radio button
The New Referrer fields will be displayed
Enter in Title (optional)
Enter in First Name, Last Name and Provider ID (required)
  Additional Referrer details can be added via Data Maintenance > Referrers
6

Add button

6. Add button
Click Add to add and save the referral details    
7

Cancel button

7. Cancel button
Click Cancel to exit from adding referral information to the Client