Editing referred to information

Occasionally, you may need to edit the information of a provider or practice that you refer your patients to.

To edit referred to information

1.   With a patient selected in the Family File window, double-click the Referred To field.

The Patient Referrals dialog box appears.

2.   Select a provider or practice from the Referred To list, and then click Edit.

The [Patient Name] Referred To dialog box appears.

3.   Click Edit.

The Referred To Information dialog box appears.

4.   As necessary, change the provider's or the practice's information, and then click OK.

A confirmation message appears.

5.   Click OK to confirm your changes.