Questions answered in this article:
- How do I remove an employee or subcontractor from my clinic?
- How do I remove a representative?
- How do I remove a contact, client or a parent?
- Can I remove a clinic user temporarily?
Visual Guide:
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Note: Before proceeding, you must remove the clinic user from their current events and add the new practitioner for the client before setting the practitioners as inactive or permanently deleting them.
If you have a staff member or student who is no longer working at your clinic, or a user who is not currently in use, you have options to manage their status. For temporary periods when they are not active, you can set the user to inactive and reactivate them when they return For users you wish to remove permanently, you can delete them.
To do this, follow these steps:
- Go to the Users page by clicking the Clinic Users from the left navigation menu under the Management menu section.
- Choose and select the user you’d like to remove from your clinic. There are two options to do this:
Actions Button
User Settings
You can choose between two actions:
Mark the profile as inactive while retaining the user: To set the user as Inactive, simply update the status to inactive and save the changes.
Action button
User Settings
Permanent deletion: To permanently delete the user account, select the Inactive option in the Status section, and a button for permanent deletion will appear and then click the button.
- Enter your password when prompted and click continue.
- A second layer of security will appear, asking you to type "permanently delete" and then click the delete button.