Manage Codesets

To manage your agency's codesets

Click the button on your navigation bar, and here you will find 3 options:

• Manage Referral Reasons

• Manage Referral Sources

• Manage Activity Types

The 'Manage Referral Reasons', 'Manage Referral Sources' and 'Manage Activity Type' page provide an overview of all the codesets for your agency.

Codesets are predefined lists of values that categorise and standardise information related. They control the dropdown options you have within a system.

Manage Referral Reasons

Manage Referral Sources

🔹 These lists are currently predefined by your agency's POC and are read-only. To update referral reasons or referral sources, please contact us directly.