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To delete a referral record

Note: If you have already invoiced a referral, you are not able to edit the referral.

  1. From Referrals, select Manage referrals.
  2. Open a referral record.
  3. Select the provider you want to remove.
  4. Click Delete.
  5. A message displays asking you to perform your deletion. Click Yes.

See Also

Modifying Referral Records

To edit a referral record

To mark a referral as a no show


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