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Change a referral role or source for a client

Step by step guide on how to change a referral role or source for a client.

C
Written by Connor Baeza
Updated over 3 months ago

You can change a referral role or source for a client in the client's information.

  1. Click Client Tools.

  2. Click Find Client.

  3. Click show all.

  4. Use the search box to find the client.

  5. Use Actions, click Case Data.

  6. Click the pencilimage.png button next to the case name.

  7. Use the Referral Source list to select the source you require.

  8. Click Save Changes.

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