Make a Referral Inactive

Instructions on how to make a referral Category (e.g. Advertising) or Contact (e.g: a name or type within the Category) inactive

Access Contact Manager

1. Click the navigation menu > Patients > Patients page
   

2. Find / View toolbar > Contact Manager
   or

3. Recalls / Referral tab > Referred By sub-tab

   1. Click on the notepad icon

 Mark a Category Inactive

1. Within the Contact Manager select the Category

2. Tick Inactive

3. Click Exit
   

 Mark a Contact (within a category) Inactive

1. Within the Contact Manager select the Referral 

2. Tick Inactive

3. Click Exit
   

Links:

Add New Referrals