When a Provider no longer works at the Practice, mark he/she as inactive to remove from drop lists.
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Click the navigation menu > Management > Providers page
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Provider: Select the relevant Provider
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Remove the tick from Is Active
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Read the inactivation instructions
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Remove security access
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Inactivate Appointment Book
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Redirect Standby List Patients to another Provider
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Remove Provider from Books Groups/Teams (if applicable)
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Move Patients with this Provider as their Main Provider to another
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Click YES to continue with the inactivation
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The providers Appointment Book must also be marked as inactive. Click here for instructions
Notes: To view inactive providers: Operations menu > Tick Show inactive providers as well
Reactivate a Provider
To reactivate a Provider:
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Click the navigation menu > Management > Providers page
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Operations menu > Tick Show inactive providers as well
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Scroll to search for the Provider using the drop list (all inactive providers are at the bottom of the list) and select the provider
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Tick Is Active box
Reactivate Security Access
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Click the navigation menu > Location Setup > Security page
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Record menu > Show inactive users as well
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Double click on the Provider name
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Access to system: Click radio button Allowed in the "User Attributes" window
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Click OK
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