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Accessing Referrals Task List

The Referrals task list displays when you select Referrals from the navigation bar.

Referrals task list

Manage referrals

Select this task list item to open the Manage referrals window that allows you to enter and manage professional referral requests.

Generate reports

Select this task list item to open the Generate reports window that allows you to print detailed rosters, overall status summaries, and letters.

Set up module

Select this task list item to open the Set up module window that allows you to define your Referrals system preferences.

Create referral orders

Select this task list item to create referral orders.

Delete expired

Select this task list item to open the Deleted expired window that allows you to delete expired referrals, customers, and providers.

Rebuild search indexes

Select this task list item to rebuild your list of referrals.

Referrals Help

Select this task list item to access this guide.

See Also

Referrals Overview

About iMIS Professional Referral

iMIS Professional Referral Features


ASI logo 10.6 Production Release. Updated 7/8/2005 4:07:59 PM
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