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Edit Registrant Information

Learn how to edit a registrant's Personal Health Information (PHI) from your referral inbox.

Written by Rachel Shelswell

If you receive a referral and notice that there is incorrect patient information (e.g. address, phone, email etc.) you can easily update the information in a few steps.

Navigate to Referrals in the top menu, then select the Inbox tab.
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  1. Select the referral that needs to be edited. 

  2. Select Edit from the Referral Information page.

  3. Make the necessary changes then select Save at the bottom. 

Note: Only the provider can edit the referral information once it is sent. If the referral sender notices that an edit should be made, they can send a message to the provider. 

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