Add a referral source to VIA using Guidance to gather critical information needed to move forward with a meaningful conversation.
- Click Referral Sources under People in the left navigation
- Click Add Referral Source button in the upper right
- The following fields are required to complete the guidance
- First Name
- Last Name
- Primary Phone with Type OR Email
- Click Complete
Once you complete the guidance, and it passes validation, the system will create the referral source record and open it up.
Tip: If you need to find recently created records, you can go to the Referral Source list and sort by Recently Created.