Adding Outreach Activities to Referral Sources

  1. Navigate to the Referral Source you would like to add an Outreach Activity to.
  2. Click the Activity tab at the top. 
  3. 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.
    log_activity_and_schedule_tabs.png
  4. Fill out the Activity Form and make sure to change the type field to an Outreach activity type.
    outreach_appointments.png
  5. Click Add
Was this article helpful?
0 out of 1 found this helpful