To build a referral List
- Add the REFERRAL subscription to all provider candidates and invoice them. If you use the default search filter, iMIS verifies that the Paid_Thru date is greater than the current date. In this case, the customer must pay the REFERRAL product before they will processed when you rebuild search indexes.
- Make sure all provider candidates have records in all Customer tables referenced in the Optional Search Fields area of the Set up module window.
- From Referrals, select Rebuild search indexes. The system prompts you to confirm your choice before running the procedure, which can be lengthy.
- Click Yes. As iMIS builds the list, it pulls the data maintained in the search fields you specified.
10.6 Production Release. Updated 10/5/2005 3:43:17 PM
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