Referral slips are a type of Sheet that can be customized. For example, it can be based on a scanned referral slip from the provider.
To customize layout, create a custom sheet with a ReferralSlip type.
- In the Main Menu, click Setup, Sheets.
- Copy a referral slip or create a new one.
- Highlight an internal ReferralSlip and click Copy.
- Highlight a custom ReferralSlip, then click Duplicate to copy it.
- Click New to create a new custom sheet and select ReferralSlip as the type.
- Double click an existing custom ReferralSlip to edit.
- Change the Referral Slip as desired.
General Sheet Properties
- Click OK to save.
Below is the internal sheet for a referral slip.