Overview
Check out the interactive video below to learn how to track different referrals for each client.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application / Provider Portal
- Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- Client Status Log
How to Use the New Referral Tracking Tool
Watch this interactive walkthrough to see step-by-step instructions for easily tracking referrals in PIMSY.
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