There are several options to remove a referral provider. 


Option #1

  • Click on the QuickLinks text, located at the top of the screen. 

  • Select the Settings option.

  • The following screen will be displayed: 


  • Click on the Office button and then select the Referring Providers option.  


  • The following screen will be displayed:


  • Select the provider, which you want to delete from the list, in the right column of the screen. 

  • Once selected, press the right mouse button and select the Delete option.

  • The following confirmation message will be displayed: 


  • Press the Yes button to remove the provider from the list. 

  • Press the No button to cancel the action. 

  • The sending provider will be automatically removed from the list.


Option #2
  • Press the Settings button in the main menu. 


  • The following screen will be displayed: 


  • Click on the Office button and then select the Referring Providers option.  


  • The following screen will be displayed:


  • Select the provider, which you want to delete from the list, in the right column of the screen. 

  • Once selected, press the right mouse button and select the Delete option.

  • The following confirmation message will be displayed: 


  • Press the Yes button to remove the provider from the list. 

  • Press the No button to cancel the action. 

  • The sending provider will be automatically removed from the list.


Option #3
  • Click on the QuickLinks text, located at the top of the screen. 

  • Select the Referring Providers option.

  • The following screen will be displayed:


  • Select the provider, which you want to delete from the list, in the right column of the screen. 

  • Once selected, press the right mouse button and select the Delete option.

  • The following confirmation message will be displayed: 


  • Press the Yes button to remove the provider from the list. 

  • Press the No button to cancel the action. 

  • The sending provider will be automatically removed from the list.


Option #4 

  • Go to the Documents screen.


  • Press the Referrals button, located at the top of the screen.


  • The following screen will be displayed:


  • Press the Referring Providers button, located at the top of the screen:


  • The following screen will be displayed:


  • Select the provider, which you want to delete from the list, in the right column of the screen. 

  • Once selected, press the right mouse button and select the Delete option.

  • The following confirmation message will be displayed: 


  • Press the Yes button to remove the provider from the list. 

  • Press the No button to cancel the action. 

  • The sending provider will be automatically removed from the list.


Option #5

  • Go to the Billing screen. 
  • Press the Settings button, located at the top of the screen. 
  • Select the Referring Provider option. 


  • The following screen will be displayed:


  • Select the provider, which you want to delete from the list, in the right column of the screen. 

  • Once selected, press the right mouse button and select the Delete option.

  • The following confirmation message will be displayed: 


  • Press the Yes button to remove the provider from the list. 

  • Press the No button to cancel the action. 

  • The sending provider will be automatically removed from the list.



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