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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 and click on Practice Settings. The Practice Settings page opens.
  2. Click Misc on the left menu. Additional setting options expands.
  3. Click Referral Sources. The Referral Sources page opens.
Platform_Settings_Misc_Referral_Sources.png

View, Edit, or Delete Referral Source

  1. Click on a referral source. The Edit Referral Source window opens.
  2. Make the desired changes to the Name or Description.
  3. Click Save at the bottom of the window. The updated information displays in the Referral Source list.
    • To delete the Referral Source, click Delete at the bottom right of the window. The Referral Source is removed from the list.
      Note: The Delete option will not display if the source is assigned to a patient's Demographics.
Platform_Referral_Source_Edit.png

 

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