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Set up Referral Management Account Information

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To set up Referral Management account information, you should be granted all necessary privileges (refer to the Grant Referral Management Privileges section for more information).

  1. In the left pane of the Operators window (Administration > Configuration > Operators), select the operator for whom you want to set up Referral Management login information.
  2. On the Basic tab, select the Password Vault button.
  3. Select the Netsmart Referral Management tab.
  4. Enter the Referral Management user name and password in the corresponding fields. You can change or edit the credentials later if needed.
  5. You can mask the password by selecting the Mask Password check box.
  6. Save your changes.