Setting Up Referral Information

To open the Referral Source Data Entry window:

Select Tables > Referrals > Referrals. The Referral Source Search window is displayed.
Click New, or select an existing source and click Edit. The Referral Source Data Entry window is displayed, showing the Basic tab.
Enter information on the following tabs:

Basic
Extended
Interests/Family
Public Relations

If you are trying to locate a recently-accessed record, click the Recently Accessed tab of the Referral Search Window. Records accessed during the current session of WinOMS are displayed.

Editing and Deleting Referral Sources

Use the Referral Source Search window (Tables > Referrals > Referrals) to select a referral source to edit or delete. Use the search features to locate the referral source.

When you edit or delete a referral source, you are prompted to confirm the action.