-Make a Referral Inactive

Instructions on how to make a referral Category (e.g. Advertising) inactive and/or a selected referral (e.g. Dr John Smith).

Access Contact Manager

1. Go to Patient Records > Patients tab

   1. Find/View menu > Contact Manager

   2. Recalls / Referral sub-tab > Referred By / To sub-tabs > Click notepad icon
      

Mark a Category Inactive

1. Within the Contact Manager select the Category

2. Tick Inactive

3. Click Exit
   

Mark a Contact Inactive

1. Within the Contact Manager select the Referral 

2. Tick Inactive

3. Click Exit
   

Click here to add new source, category and/or referred by.