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Update a referral source for a registered client

Step by step guide on how to update a referral source for a client.

C
Written by Connor Baeza
Updated over 3 months ago

You can update a referral source from the client information.

  1. Click Client Tools.

  2. Click Find Client.

  3. Click show all.

  4. Use the search box to enter the client's name.

  5. Under Actions, click Case Data.

  6. Click the pencil image.pngbutton to the left of the case name.

  7. Select the referral source using the Referral Source drop-down list.

  8. Click Save Changes.

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