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Can I edit referrals that have already been entered?



  • Kristina Harter Ph.D.

    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

    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

    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

    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

    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.

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

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  • Stan Tatkin

    Same here.

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  • Shawna Shaw

    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

    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

    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

    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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  • Dan Erickson

    Another vote for being able to edit the referral list please!

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