Create Referral (Past Profile)
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18 Complete From
Complete form to the best of your ability, then proceed to next step.
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19 Click "+" icon
If the referral form information matches the information of a past profile for a client.
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20 Click "Attach"
After verifing the past client profile is the same client stated on the referral form, use this function.
FYI: This will NOT create a new profile.
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