You can edit an inbound patient referral to make sure that you are tracking it correctly.
Note: Accessing a patient's referrals requires the "Patient Referral, Open" security right. Editing a referral requires the "Patient Referral, Add/Edit" security right.
To edit an inbound patient referral
With a patient selected in Family File, do one of the following:
Click
the Patient Referrals button 
on the toolbar.
Double-click the Referred By block.
If applicable, do one of the following:
If the Password - Patient Referral, Open dialog box appears, user verification has been assigned to the "Patient Referral, Open" task. Do one of the following:
If your user account has been granted the "Patient Referral, Open" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patient Referral, Open" security right, have a user with permission temporarily override this restriction so you can access patient referrals this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patient Referral, Open" security right. To have a user with permission temporarily override this restriction so you can access patient referrals this one time, do the following:
On the message, click Yes.
In the Password - Patient Referral, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Patient Referrals dialog box appears.
In the Referred By list, select a patient referral.
Next to the Referred By list, click Edit.
If applicable, do one of the following:
If the Password - Patient Referral, Add/Edit dialog box appears, user verification has been assigned to the "Patient Referral, Add/Edit" task. Do one of the following:
If your user account has been granted the "Patient Referral, Add/Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patient Referral, Add/Edit" security right, have a user with permission temporarily override this restriction so you can edit a patient referral this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patient Referral, Add/Edit" security right. To have a user with permission temporarily override this restriction so you can edit a patient referral this one time, do the following:
On the message, click Yes.
In the Password - Patient Referral, Add/Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Referred By dialog box appears.
Note: This dialog box displays the name, address, and phone number of the referring patient.
Change any of the following options as needed:
Provider - When you initially add a patient referral, the patient's preferred provider (Prov1) is attached to the referral. To change the provider that is attached to this referral, do the following:
Click the search button 
.
The Select Provider dialog box appears.
Either leave the ID and Last Name boxes empty to get a list of all providers, or enter all or part of a provider's ID or last name in the ID or Last Name box, respectively, to search for a provider.
Under Search By, select one of the following options: This Clinic, to search for the provider in the clinic that you are currently logged in to; All Clinics, to search for the provider in all clinics; or My Clinics, to search for the provider in the clinics to which you have been granted the "My Clinics, Select Provider " security right.
Notes:
The All Clinics option is available only if your user account has been granted the "View All Providers" security right for the Central clinic and if your user account has not been granted the "My Clinics, Select Provider" security right for the clinic that you are currently logged in to.
The My Clinics option is available only if your user account has been granted the "My Clinics, Select Provider" security right for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.
Either select the All Providers option to include providers who are associated with clinics (and who have a Log On User ID), or select the In ApptBook option to include providers who have been set up in Appointment Book.
Click
the search button .
The matching primary and secondary providers appear in the list.
Select the correct provider.
Click OK.
Patient Referred-By Date - When you initially add a patient referral, the referral date is the date that the referral was created, but you can change the date. In the box, enter the correct date (in a mm/dd/yyyy format) that the patient was referred to your office.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Patient Summary Record Requested - If a patient summary (record of prior treatment) has been requested, select this checkbox.
Patient Summary Record Provided - If a patient summary (record of prior treatment) has been provided, select this checkbox.
Click OK.