How do I find and view, edit or delete a referral within SWIS?

To find a specific referral, or group of referrals to view, edit, print, or delete: 

1. Click the Find Referral button located in the upper right-hand corner of the Add Referral data entry screen.Note: You can also locate Find Referral in the Tools menu. 

2. Enter search criteria into the chosen fields, and click Search.Note: The Start Date and End Date fields default to the last two weeks. Edit the dates to expand the search. 

a. To view the referral data: Click a referral to select it. A summary report of the referral displays to the right.

b. To edit the referral: Double click on a referral and click Edit. Revise referral information as necessary. Click Save. 

c. To delete the referral: Click a referral to select it. Click the Delete button located in the upper righthand corner of the result set. Click Delete to confirm. The Find Referral workspace.