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