How To: Add Referral Information to a Client Profile

How to Add Referral Information to a Client Profile

1. Access the Client Profile

   • Navigate to the Clients section.
   • Use the search or filters to locate and open the desired client’s profile.

2. Locate the Referral Cards

   • On the client dashboard, find the Referral Source card and the Referring Provider card.

3. Add or Update Referral Information

   • If no referral information is listed, click to add new referral details.
   • If existing referral information is outdated, you can edit or delete the current entries as needed.
     (Image: Example of the referral card with options highlighted)

4. Save Changes

   • After making any additions or updates, ensure you save your changes to keep the profile up to date.

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Note: Referral information helps track the source of the client and any associated providers, ensuring accurate documentation and reporting.

Watch it in Action: