Inactive (hidden) / Reactivate Provider


When a Provider no longer works at the Practice, mark he/she as inactive to remove from drop lists.

  1. Click the navigation menu > Management > Providers page

  2. Provider: Select the relevant Provider

  3. Remove the tick from Is Active

  4. Read the inactivation instructions 

    1. Remove security access

    2. Inactivate Appointment Book

    3. Redirect Standby List Patients to another Provider

    4. Remove Provider from Books Groups/Teams (if applicable)

    5. Move Patients with this Provider as their Main Provider to another

  5. Click YES to continue with the inactivation

  6. 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:

  1. Click the navigation menu > Management > Providers page

  2. Operations menu > Tick Show inactive providers as well

  3. Scroll to search for the Provider using the drop list (all inactive providers are at the bottom of the list) and select the provider

  4. Tick Is Active box

Reactivate Security Access

  1. Click the navigation menu > Location Setup > Security page

  2. Record menu > Show inactive users as well

  3. Double click on the Provider name

  4. Access to system: Click radio button Allowed in the "User Attributes" window

  5. Click OK

Links to other related Articles

Set or Change a Password

Setup Bank Redirections


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