Overview

In this article, we will review how to add outreach activities to a referring contact.

Adding Outreach Activities to a Referring Contact

Step 1: Navigate to the Referral Source you would like to add an Outreach Activity to.

Click the Activity tab at the top.

Step 2: Click the Log Activity or Schedule tab on the activity box. Use Log Activity to create an activity that has already happened and Schedule to create an activity for a future date.

Step 3: Fill out the Activity Form and make sure to change the type field to an Outreach activity type.

Step 4: Click Add

Note: If you do not see outreach activities in the dropdown, please reach out to your system admin.