Adding contacts to your account is important for outbound and incoming referrals because you can only send outbound referrals to those providers listed in your contacts. We recommend that you add your most common referral contacts to your list early on in your setup.
1. Open up the Message Center by clicking the envelope icon on your toolbar. On the left side of the screen, select Contacts, and then click + New.
2. On the New Referral Contact, screen, enter any information about the provider and select New Contact to save.
Click here to jump to your referral contacts
