Make Referral Inactive

  1. Search for a patient.
  2. Click Show.
  3. In the Main Menu, click Referrals.
    1. Any existing referrals will be visible on the screen.
    2. Note: To disable an expired referral - access the referral under the History tab.
  4. Select the Show button, next the Referral you wish to make inactive.
    1. The referral details will display.
  5. Click Edit.
  6. Select the Disabled (check box - True/yes/checked).
  7. Click Update Referral.
    1. A green successful message will display – Referral was successfully updated.
  8. The Referral Status is Inactive, and the Recipient status is No Copy.