Changing Referral Categories
Tyler Regas
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Select the Tools section ( the briefcase icon
) from the Dashboard -
Select the Administrative Tools option, then select Lists
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Select Referral Categories
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Select or unselect the referral options you would like to be available
Note: If you have any online forms that utilize referral categories, the form will need to be updated (as well as any package containing the form). For reference, see the following article: Adding and Removing Forms: Online Packages
