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Kareo Help Center

View, Edit, or Delete Referring Provider Profile

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.

Navigate to Referring Providers

  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 Referring Providers from the Misc drop-down menu. The Referring Providers page opens.
PF navigate to referring providers database.png

View, Edit, or Delete Referring Provider Profile

  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 at the bottom of the window.
  3. To delete the provider profile, click Delete at the bottom right of the window. 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.
PF view edit delete referring provider profile.png

 

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