Can I edit referrals that have already been entered?

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Kirie Linney

• March 08, 2019 15:14

How can we edit referral's listed in the referral report? For example, I have staff who entered Family Friend and Family/Friend and the two are recorded as two different categories in the report. I would like to be able to condense the categories to get a more accurate referral report  

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  Kristina Harter Ph.D.

  • May 17, 2020 13:43

  I also am needing this feature. Also, can clients see this referral list or just our staff? Thank you

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  Laura Pierce

  • May 13, 2020 18:45

  hi Gillian! 

   

  Has there been an update for this feature? We would also like to edit the referral list. Thank you!

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  Erin Andersen

  • May 19, 2020 17:06

  I would also appreciate the ability to edit referral sources. Also, the location in reports for managing seems odd as the only place to get to them...I suggest creating a path from practice details or some other area in settings.

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  Gillian

  • March 14, 2019 00:06

  Hi there, we're working on this feature but do not have a specific due date by which it will be available yet. 

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  Ayelette

  • June 24, 2020 23:49

  Hi all,

  I invite you to add your comments to an idea on our Ideas and Suggestions board!

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  Mark Lang, L.C.S.W.

  • July 31, 2021 17:17

  As per above, do I have the ability to delete/edit referral sources?

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  Stan Tatkin

  • October 06, 2021 01:03

  Same here.

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  Shawna Shaw

  • August 26, 2022 23:58

  I can't even find where to run this report. Can anyone direct me to the right place?

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  J. Kristin McIntyre

  • September 20, 2022 14:46

  I have an annoying typo in my referrals list. I had no idea that if I entered something in this list that it would be permanent and I would never be able to edit it!?! GAH! Would love to have this addressed/corrected.

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  Xana Bertino

  • November 17, 2022 19:04

  Same here.  Please make it so that we can edit the categories (combine, rename, correct typos....).  Typos happen and it's very difficult to get a true picture from the report when there are categories by accident!  Deleting that category then leads to more incorrect accounting!

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  Praysha Spearman

  • January 10, 2023 01:54

  Hi Simple Practice, the original question was posted 4 years ago, but today I am facing the same problems discussed in this thread. If I knew I couldn't edit my typos/errors, I would have been much more thoughtful before submitting referral sources. Please fix this issue! Thanks for all you do!

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