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Referral Source Maintenance - Referral Source Report Section - Cal-PM

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Generate a referral source report.

  1. In the Individual or All Referral Sources field:
    • Select All to generate a report for all referral sources.
    • Select Individual to generate a report for a single referral source (Referral Source field).
  2. In the Referral Source field, enter the referral source name, select a value from the Results list.
  3. Select Process Report to generate the Referral Source Listing report that details information entered in this form.