Add a Referral Source

Add a referral source to VIA using Guidance to gather critical information needed to move forward with a meaningful conversation.

  1. Click Referral Sources under People in the left navigation
  2. Click Add Referral Source button in the upper right
    add referral source
  3. The following fields are required to complete the guidance
    1. First Name
    2. Last Name
    3. Organization
    4. Primary Phone with Type OR Email
    5. Status
    6. Community
  4. Click Complete

Once you complete the guidance, and it passes validation, the system will create the referral source record and open it up.

activity-planning-session Tip: If you need to find recently created records, you can go to the Referral Source list and sort by Recently Created.