With the Referral Maintenance utility, you can edit referral sources as needed.
Notes:
Editing a referral source affects all inbound referrals that this referral source is associated with.
Editing a referral source requires the "Referrals, Add New/Edit Info" security right.
To edit a referral source
In the Referral Maintenance dialog box, select a referral source in the Referred BY list.
Note: If the Referred BY list is long, to search for a referral source, begin entering a referral source's name in the Referred BY box. As you type, the first matching referral source in the list is selected automatically.
Click Edit.
If applicable, do one of the following:
If the Password - Referrals, Add New/Edit Info dialog box appears, user verification has been assigned to the "Referrals, Add New/Edit Info" task. Do one of the following:
If your user account has been granted the "Referrals, Add New/Edit Info" 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 "Referrals, Add New/Edit Info" security right, have a user with permission temporarily override this restriction so you can edit a referral source 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 "Referrals, Add New/Edit Info" security right. To have a user with permission temporarily override this restriction so you can edit a referral source this one time, do the following:
On the message, click Yes.
In the Password - Referrals, Add New/Edit Info dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Referral Information dialog box appears.
Change any of the following options as needed:
Name - The name of the referral source. Do one of the following:
For a doctor referral, change the last name in the Last/Referral Name box. Optionally, change the first name and middle initial in the First and MI boxes, respectively.
For a non-person referral, change the name in the Last/Referral Name box.
Title - The doctor's title for the referral source.
Note: Do not put a doctor’s credentials in the Title box because the title appears before the doctor’s name. To add credentials, enter them after the name in the Last/Referral Name box.
Specialty - The doctor's specialty. Either select a specialty from the list, or leave [None] selected to not specify a specialty.
Salutation - A salutation as you want it to appear on letters that you send to the referral source.
Non-Person - If the referral is not a person (such as an advertisement), select the Non-Person checkbox to prevent the referral source from receiving correspondence, gratuity, and so on; otherwise, clear the checkbox.
ID - An ID that is associated with the doctor. Do one of the following:
From the ID Number Type list, select License Number, UPIN, Federal Tax ID, NPI, or Social Security Num. Then, in the ID Number box, enter the corresponding ID.
Select [None] from the list to not specify an ID.
Address - Contact information for the referral source:
Street 1 - The first line of the street address (for example, 1234 Orange Street).
Note: Dentrix Enterprise automatically capitalizes the first letter of street names.
Street 2 - The second line of the street address (for example, Suite 100).
City - The city that is associated with the address.
ST - The state that is associated with the address.
Zip - The ZIP Code that is associated with the address.
E-mail - The email address.
DIRECT E-mail Address - The DIRECT email address (for a doctor/specialist).
Phone - The phone number.
Ext - If applicable, the extension.
Fax - The fax number.
Other - An alternative contact phone number.
Notes - Any notes or useful information regarding the referral source.
To check the spelling of the note text, click the
Check Spelling button 
(this button is available
only if a certain preference
setting is enabled).
Click OK.
You are returned to the Referral Maintenance dialog box.