Adding a Referral Source (within the Client's Record)(Setting Master Contact)

Referral sources are contacts within a client’s record. 

There are 2 ways of creating a referral source for a client; when registering a new client and within the clients record.

To create through the client’s record;

• Click "clients" and search for the client for whom you are adding the contact.

• Once in the client's information click on the "Client Contact" tab

• Click "Add New"

• Fill in all the contact information and click "Save Contact" at the bottom of the page.

You can also make this contact a  master contact (Master contacts are contacts that are shared between clients, like a referral source may be.)

To do this:

• Be sure to mark the relationship as referral source

• Click the box next to "Make Master Contact"

• By making this contact a Master Contact, the referral source will now appear on the master list for selection for other clients.

**To see how to add a referral source when registering a new client click here