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Overview

The section discusses building and maintaining your referral list, which is the list of current referral candidates from your customer database. To build the referral list, the system creates and later updates, a list of referral candidates, which consists of the active REFERRAL subscription records that matched the Provider List User Search Filter (or the iMIS default).

See Also

Referral Lists

Building Referral List

Troubleshooting Provider List Problems

Updating Referral List


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