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Edit or Delete Referring Provider Profile

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Updated: 12/17/2019
Views: 637

A Referring Provider profile can be viewed, edited, or deleted from your Practice Settings. 

Note: A Referring Provider profile cannot be deleted if the provider is assigned to a patient's Demographics or Insurance Case.

Access Referring Providers

  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 Referring Providers. The Referring Providers page opens.
 Platform_Settings_Misc_Referring_Provider.png

Edit or Delete Referring Provider

  1. Click on the provider's name in the Referring Providers list. The Edit Referring Provider window opens.
  2. To edit the profile, make changes to the information, as necessary and click Save.
  3. To delete the referring provider, click Delete. The provider is removed from the Referring Providers list.
    Note: The Delete option will not display if the Referring Provider is assigned to a patient's Demographics or Insurance Case.
 Platform_Referring_Provider_Edit.png

 

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