There are several options for updating a reference provider.


Option #1 

  • 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 reference 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 reference provider. 

  • Press the No button to cancel the action. 

  • It will be updated automatically. 


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 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 reference provider. 

  • Press the No button to cancel the action. 

  • It will be updated automatically. 


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 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 reference provider. 

  • Press the No button to cancel the action.

  • It will be updated automatically. 


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 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 reference provider. 

  • Press the No button to cancel the action.

  • It will be updated automatically. 


Option #5

  • Go to the Documents screen.


  • Press the Referrals 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 reference provider. 

  • Press the No button to cancel the action.

  • It will be updated automatically. 



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