Adding Referral Notes
Once you have added a referral service, you may add notes for additional explanation and context to the client's status.
Access your service at any time from the Service Transactions tab. Click on View Entire Service History to see all services entered for your client.
You may edit or update your Referral Service by clicking the pencil to the left.
At the top of the page, you will see Need Information.
You may click the pencil to the left in order to add notes.
Click Save and Exit!