You have the ability to add Referral Providers in ShareNote Community. This allows you to track where your Clients were referred from.
Jump to Section: [Add Referral Provider] [Edit Referral Provider] [Mark Active or Inactive]
Add Provider Provider
- Hover over the Managers tab in the navigation bar and select Preferences from the drop-down.
- Scroll to Manage Referral Providers section and expand.
- Enter in appropriate Referral Provider information.
- Select Active checkbox.
- Click Insert button.
Edit Referral Provider
- Hover over the Managers tab in the navigation bar and select Preferences from the drop-down.
- Scroll to Manage Referral Provider section and expand.
- Click Edit link for desired Referring Provider.
- Make appropriate changes and click Update.
Mark Referral Provider as Active or Inactive
Although you are not able to delete a Referral Provider in ShareNote Community, you can mark them as Inactive. Marking them as Inactive means they will not display in any drop-downs in ShareNote Community. You can reactivate them at anytime.
- Edit desired Referral following steps above.
- Select or deselect the Active Checkbox.
- Click Update link.