Occasionally, you may need to remove or replace a scheduled, nightly report from your Epic Email import. If this is the case, follow the steps below:

Step one: Go to Home > Procedures**

Step two: Go to Job Management > Jobs. Set Status = Scheduled. Click Find.**

Step three: Select the Jobs to cancel > right click > Cancel Job(s)**

Step four: Select the Jobs to purge > right click > Purge Job(s)**

You can now Create a Book of Business Report or a new Epic Referral Report and integrate to Rocket Referrals using Email Import.