search_referral_by_id

searching referral by id

Step 1: Select Client

The first step is to select a client ... and it all starts with a Search!

Before creating a new referral you need to run a SEARCH to check if the client is already on the S2S system.  It's important to do this so that multiple records aren't created for the same person.

If you can't find your client, you need to add them (refer to Step 1b: Add New Client).

userguide_images: 
default
Syndicate content