• Go to the Advanced Progress Note screen. 
  • Click on the Add Referral button located in the Side Bar section.   Or click on theSearch button located at the upper left side of screen and then select the Add Referral option.


  • The following screen will be displayed: 


  • Click on the History tab and select the referral you wish to delete.


  • Once referral is selected, press a right click on mouse and select the Delete option. 


  • The following confirmation message will be displayed: 

  • Click on the Yes button in order to delete the referral. 
  • Click on the No button to cancel action. 
  • The referral will be automatically deleted.



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