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Kareo Help Center

Edit or Delete Referral Source

A Referral Source can be viewed, edited, or deleted from your Practice Settings

Note: A Referral Source cannot be deleted if it has been selected and is in use on a patient's Demographics page.

Navigate to Referral Sources

  1. Hover over the User Icon in the upper right of the window and click Practice Settings. The Practice Settings menu opens.
  2. Click Misc on the left menu. The Misc drop-down menu opens.
  3. Click Referral Sources from the Misc drop-down menu. The Referral Sources list displays.
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View, Edit, or Delete Referral Source

  1. Click on the provider's name in the Referral Sources list. The Edit Referral Source window opens.
  2. To edit the Referral Source, make changes to the Name and Description and click Save at the bottom of the window. The updated information displays in the Referral Resource list.
  3. To delete the Referral Source, click Delete at the bottom right of the window. The Referral Source is removed from the Referral Sources list.
    Note: The Delete option will not display if the provider is assigned to a patient's Demographics or Insurance Case.
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