Contents
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Updating Referral Client Information
Once you have located the client's record as described in Referral Client Search and have accessed the Account Summary page (RR0027) for the client, you may update information about a referral client. Select the option named Referral Client Profile under Additional Account Options at the bottom of the page.
As a result, the Referral Client Profile page (RR0016) is presented. On this page, click on the Edit Profile button at the bottom of the page. This accesses the Edit Referral Client Profile page (RR0005). You may edit any information on this page by following the instructions described in Completing the Parent Information.
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Canceling the Profile Updates
Completing the Profile Updates