How To Add a Referral Contact/Organization

If you're in the process of associating a Referral Source to a client profile but notice the referral isn't on your list, you'll need to add a new Referral Source. Follow these steps to do so:

1) Navigate to the Referrals module

2) Choose to Add a New Contact or Organization

3) Add relevant details

The Contact and Organization details look slightly different. See below:

Contact

At the bottom of the page, you can select one associated organization for each contact profile.

Organization

Within the organization profile, you can add multiple contacts associated with it.

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