EMHnotes User guide
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Create Referral (Past Profile)

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18 Complete From Complete form to the best of your ability, then proceed to next step.

19 Click "+" icon If the referral form information matches the information of a past profile for a client.

20 Click "Attach" After verifing the past client profile is the same client stated on the referral form, use this function. FYI: This will NOT create a new profile.

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