1. Sources and Source Contacts

Last updated: June 11, 2026

What is a Source?

A Source in exacare refers to the hospital from which you receive referrals. When uploading manual referrals, you can select the corresponding hospital as the Source to accurately track where your referrals are coming from as well as add specific contacts for each source.
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This helps maintain organized records and streamline the referral management process.

View your Sources in exacare here

Please refer to this training video for a Sources Overview:

Sources are automatically pulled in when a referral comes in through an integration. You should only add a source when you are receiving a referral from a Source you are not integrated with.

How to create a Source

  1. Navigate to https://app.exacare.com/crm/screener/sources

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  1. Click + Create New Source in the top right corner

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  1. Fill in Source Name and Source Type (required fields) and any other information you have available

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  1. To edit Source details, (1) click the actions button and (2) click Edit Source Details

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  1. Make any necessary changes and click confirm

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  1. To add or edit Source Contact information, (1) click the actions button and (2) click View Source Details

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  2. To add a source contact, (1) Click + Add Contact. To edit a contacts details, (2) click the actions button and (2) click Edit Contact Details

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