{"id":808,"date":"2015-01-27T20:44:25","date_gmt":"2015-01-27T20:44:25","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=808"},"modified":"2017-03-29T00:43:36","modified_gmt":"2017-03-29T00:43:36","slug":"outbound-referral","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=808","title":{"rendered":"Outbound Referral"},"content":{"rendered":"
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Outbound Referral<\/h3>\n

\"\"<\/p>\n

Use the Outbound Referral<\/strong> record to\u00a0 document the client\u2019s referral to a different organization.<\/p>\n

To enter a new Outbound Referral record:<\/p>\n

1.\u00a0 Open the client file, go the History section, and select the Create button to access the New History Item Helper.<\/p>\n

2.\u00a0 Select Outbound Referral, and select the related Create button to create a new record.<\/p>\n

You can show outbound referrals to more than one organization by selecting each organization from the Possible Organizations<\/strong> box and adding it to the Referred To<\/strong> box.<\/p>\n

When you are finished, save and close the record.<\/p>\n\n\t\t<\/div>

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Continue to Management History Items – Charges, Arrears, and Notifications<\/strong><\/a><\/p>\n

Back to Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> \n\t\t<\/div>

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