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To set basic referral options

  1. From Referrals, select Set up module.
  2. Click Edit.
  3. Specify your desired optional search fields. Once you enter the desired fields and labels, they will display at the bottom half of the Manage referrals window.
  4. (Optional) In the Additional Fields area of the window, define up to four fields to categorize your incoming referrals, plus one field to categorize the client. The general lookup tables you specify provide lookup, validation, and expansion for the fields.

The data iMIS gathers for referrals is recorded in the following fields in the Referral and Ref_Client tables:

After you enter the fields, they display in the top half of the Manage referrals window. The following example categorizes calls by Client Code, Source, Status, Call Type, and Reason.

Example Set up module window displaying basic setup settings

See Also

Setting Basic Options

To create a lookup for a search field


ASI logo 10.6 Production Release. Updated 10/5/2005 3:43:26 PM
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