Reassign Referrals

You can reassign new, accepted, and in-progress referrals to a different provider or office.

Note: You must have Edit Master Rights security to reassign referrals.
  1. From the Utilities menu, select Reassign Referral Office/Provider.
    The Reassign Referral Office/Provider window opens.
  2. Select one or more of the following referral types to reassign.
    • New Referrals
    • Accepted Referrals
    • In Progress Referrals
  3. Select the office and provider from the Reassign From and Reassign To sections.
    Note: In the Reassign To section,
    • All offices that are enabled for referral are listed in the Office list.
    • All active providers are listed in the Provider list.
  4. Click Reassign.
    A message appears asking to verify the change.
  5. Click OK to reassign referrals.
    The applicable referrals are reassigned.