There are several options for editing a reference provider. 


Option #1 

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


  • The following screen will be displayed: 


  • Select the reference provider, which you want to edit.
  • Once selected, press the Edit button located at the top of the screen.


  • The following screen will be displayed:


  • Modify the information (Name, NPI and specialty fields are required).
  • Once you have completed the modifications, press the Save button to save the changes. 


Option #2

  • 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 edit. 
  • Once selected, press the Edit button, located at the top of the screen.


  • The Edit Details screen will be displayed.  


  • Make the corresponding modifications. 
  • Then press the Save button, located at the top of the screen, to save the changes. 

Option #3
  • 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 edit. 
  • Once selected, press the Edit button, located at the top of the screen.


  • The Edit Details screen will be displayed.  


  • Make the corresponding modifications. 
  • Then press the Save button, located at the top of the screen, to save the changes.


Option #4

  • 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 edit. 
  • Once selected, press the Edit button, located at the top of the screen.


  • The Edit Details screen will be displayed.  


  • Make the corresponding modifications. 
  • Then press the Save button, located at the top of the screen, to save the changes.


Option #5

  • 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 edit. 
  • Once selected, press the Edit button, located at the top of the screen.


  • The Edit Details screen will be displayed.  


  • Make the corresponding modifications. 
  • Then press the Save button, located at the top of the screen, to save the changes.



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