Make a Referral Inactive

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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
    mceclip0.png

 

Mark a Contact Inactive

  1. Within the Contact Manager select the Referral 

  2. Tick Inactive

  3. Click Exit
    mceclip1.png

 

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

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