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Ann Marie Mayorga Aug 28, 2017 03:01PM PDT

How do you remove a referral that was entered by accident.

1 Community Answers

Best Answer
Katie Schulz Aug 28, 2017 03:15PM PDT

Click the Find Referral button located in the upper right-hand corner of the Add Referral data entry screen
Note: You can also locate Find Referral in the Tools menu.

Enter search criteria into the chosen fields, and click Search.
Note: The Start Date and End Date fields default to the last two weeks. Edit the dates to expand the search.

To delete the referral: Click a referral to select it. Click the Delete button located in the upper right-hand corner of the result set. Click Delete to confirm.

We also have a tutorial video on our website that walks you through the process

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