Person Tab

What is the Person Tab?

The Person Tab is a section within the Referral Details screen that allows the you to view and edit information about a person. Information in the Person Tab is global, meaning that changing or updating this information will effect all referrals associated with the person, active or completed. So, if an address is updated for a person in one instance of a referral for Service A, the information will also change for a referral for Service B.

To update a person's information, simply change the information as necessary and click the Save button.

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