If I do write orders -> referrals, my rolladex comes up in the bottom list. Right above that are 2 check boxes, "include Rolladex Consultants" and "include rolladex referrals". Probably both should be clicked, and make sure when you put them in the rolladex you listed them as one or the other. You could put in a brief comment like "Make appointment with the heart clinic and send notes" in the comments section.
