There are several options for updating a reference 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 button. 


  • The following screen will be displayed:


  • Select from the list the sender provider you wish to update. 

  • Once selected, press the right mouse button and select the Update from Registry option. 

  • The following confirmation message will be displayed:


  • Press the Yes button to update the selected sender provider. 

  • Press the No button to cancel the action. 

  • The Edit Details screen will be displayed:  


  • Once you have updated the information for the selected sending provider, press the Save button to save the changes.  


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 button. 


  • The following screen will be displayed:


  • Select from the list the sender provider you wish to update. 

  • Once selected, press the right mouse button and select the Update from Registry option. 

  • The following confirmation message will be displayed:


  • Press the Yes button to update the selected sender provider. 

  • Press the No button to cancel the action. 

  • The Edit Details screen will be displayed:  


  • Once you have updated the information for the selected sending provider, press the Save button to save the changes.  


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 from the list the sender provider you wish to update. 

  • Once selected, press the right mouse button and select the Update from Registry option. 

  • The following confirmation message will be displayed:


  • Press the Yes button to update the selected sender provider. 

  • Press the No button to cancel the action. 

  • The Edit Details screen will be displayed:  


  • Once you have updated the information for the selected sending provider, press the Save button to save the changes.  


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 from the list the sender provider you wish to update. 

  • Once selected, press the right mouse button and select the Update from Registry option. 

  • The following confirmation message will be displayed:


  • Press the Yes button to update the selected sender provider. 

  • Press the No button to cancel the action. 

  • The Edit Details screen will be displayed:  


  • Once you have updated the information for the selected sending provider, press the Save button to save the changes.  


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 from the list the sender provider you wish to update. 

  • Once selected, press the right mouse button and select the Update from Registry option. 

  • The following confirmation message will be displayed:


  • Press the Yes button to update the selected sender provider. 

  • Press the No button to cancel the action. 

  • The Edit Details screen will be displayed:  


  • Once you have updated the information for the selected sending provider, press the Save button to save the changes.  



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