How to Scan Business Cards to Add Referral Contacts

While you can always manually add Referral Contacts/Organizations, you can also scan business cards as an alternative method.

The following steps detail how to go about that process:

1) Navigate to the Referrals Module

2) Click Scan business card

3) Upload Business Card

Using the Take photo or Choose from device option, add a clear photo of the business card you want to turn into a Referral Contact.

4) Click the Scan this card button

Once you've uploaded a clear photo, click the Scan this card button to confirm the Referral Contact addition.

5) Review contact details

After scanning the card, we recommend reviewing the contact and associate organization details for accuracy.

Once that's done, you've completed the business card scanning process!

Have more questions? Feel free to reach out to us at support@seniorplace.com!