This entity links referral records to client relationships. The attached contains the required format for the IReferralRelationship.CSV with a sample record.
The Type defines how the sample file handles the data type to produce the correct delimiters for each field. Make sure to change the custom field format if any fields noted as "integer" contain alphanumeric data.
Fields
Field Name | Required | Type | Description |
ReferralID | Y | nvarchar(MAX) | Value of IReferral.key |
ReferralType | Y | nvarchar(MAX) | Defaults to Client |
ReferralParentID | Y | nvarchar(MAX) | Value of Iclient.Key |
RelationshipID |
| nvarchar(4000) |
|
RelationshipType |
| nvarchar(4000) |
|
EnteredDate |
| datetime2(7) |
|
[Key] |
| nvarchar(4000) | Unique record ID |
PmsID |
| nvarchar(MAX) | Unique record ID -can be the same as the [Key] |