Edit or Delete Referral Source
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Updated: 05/22/2020
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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
- Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
- Click Misc. Additional setting options expands.
- Click Referral Sources. The Referral Sources page opens.
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Edit or Delete Referral Source
- Click on a referral source. The Edit Referral Source pop-up window opens.
- To edit, make the desired changes to the Name or Description and click Save. The updated information displays in the Referral Source list.
- 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.
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