Page Comparison

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1. Click the Referrals tab.

2. Click Create Referral.

3. Click Referral Type drop-down and click type.

4. Click Referred To drop-down and click entity.

5. Click Referral Date and click date.

6. Click Notes and enter any notes about the Referral.

7. Click Save.

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1. Image Added

Note: Coordinators can Delete or Accept a referral after creating by clicking the Delete or Accept button.

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