Referral Source Field Not Creating Properly

Technical problems with Medisoft.
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jj0331
Posts: 4
Joined: Sun May 27, 2018 5:26 pm

Referral Source Field Not Creating Properly

Post by jj0331 » Fri Sep 10, 2021 1:28 pm

I create a Referral Source in the Case under the Account Tab; however, when I try to chose the name on another case, there is nothing listing in the Referral Source drop down menu. When I access the Lists menus and select addresses, I can see that the name that I created are there; however, I am not able to select them in the case any longer. I am not sure if I am doing something wrong or the system isn't acting right.

Thanks and have a great day!

John
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Gavin Walker
Posts: 4640
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Referral Source Field Not Creating Properly

Post by Gavin Walker » Wed Sep 15, 2021 8:32 pm

Try editing the Address and making the Type Referral Source instead of Miscellaneous.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

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