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Kareo Help Center

Edit or Delete Referral Source

Updated: 12/17/2019
Views: 428

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

Note: A Referral Source cannot be deleted if it has been assigned to a patient's Demographics.

Access Referral Sources

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Misc. Additional setting options expands.
  3. Click Referral Sources. The Referral Sources page opens.
Platform_Settings_Misc_Referral_Sources.png

Edit or Delete Referral Source

  1. Click on a referral source. The Edit Referral Source pop-up window opens.
  2. To edit, make the desired changes to the Name or Description and click Save. The updated information displays in the Referral Source list.
  3. To delete the Referral Source, click Delete. 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