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Applied EPIC: Entering client referral sources.
Under the Account Detail tab, select the paper icon under Relationships > search for the client who made the referral. Once identified, using the down arrow icon, add them to the "selected" section. Set the Type to Referred Account / Referred By > set the Role to Referred By > press the Finish button.
Applied EPIC: Integrating with Rocket Referrals using email imports
When we upload the reports initially to generate the email addresses, we must first upload the regular customer report and map it correctly, and then, we must must upload the email report and make sure the "only update existing customers" box is selected in the Advanced Setting on the mapping screen. Rocket Referrals can receive reports from Applied Epic on a scheduled basis; eliminating the need for regular, manual uploads. ** To get started using Rocket Referral's secure email import fea
Applied EPIC: How to remove scheduled Reports
Occasionally, you may need to remove or replace a scheduled, nightly report from your Epic Email import. If this is the case, follow the steps below: Step one: Go to Home > Procedures** Step two: Go to Job Management > Jobs. Set Status = Scheduled. Click Find.** !(https://storage.crisp.chat/users/helpdesk/website/92580168-5462-49a9-8e5b-feb23881c07a/4