5.5. Create Referral (New Client)

EMHnotes

^{User guide}

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Create Referral (New Client)

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19 Complete Form

Complete form to the best of your ability, then proceed to next step.

20 Click "Convert to Client"

Use this function only if the referral is not for a client with a current profile in your system.

FYI: This will create a NEW client profile.