Making a Provider Inactive

When providers leave your practice you will need to mark them as inactive. Before you do this you will need to make sure that all appointments have been moved across and any treatment claims have been completed.
See: Transfer Patients and/or Appointments to a New Provider (Search and Change)

You can mark a provider as inactive in the provider section by going to File->Providers

Open

To select a provider click on the Select a Provider button:

Open

Highlight the provider the click Ok.

Tick the Not Active checkbox and click Save.