Careview - Referral Source Setting

Referral Source Setting

Use the following steps to manage your Referral Sources.

The new Status will be available in the following Careview functions;

  1. Create and Edit Client Profile screens.


Create a Referral Source


1.      Click on Settings



2.      Under Clients,  click on Referral Source.



3.     The Referral Source screen displays. Click +New.




4.      The New Referral Source screen displays. 


Complete the following;

Referral Source- enter a Name of your choice.
Active - Set to Disabled, if you no longer wish to display the Referral Source for selection whilst creating or editing a client profile.


5.      Click Create.

6.      The new Referral Source will be available to select whilst editing or creating a client profile.



Edit a Referral Source


1.      Click on Settings




2.      Under Clients,  click on Referral Source.



3.     The Referral Source screen displays.  Click on the Referral Source you wish to edit.



4.      The Edit Referral Source screen displays.  Make your changes and click on Update.



Set Referral Source as Inactive


1.      Follow steps under Edit Referral Source, on the Edit Referral Source screen, set the toggle box to DISABLED.

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