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? 

Visual Guide:

Related articles:

If you have a staff or student who is no longer working for your clinic or a user that is no longer in use, you can permanently remove them from your clinic. To do this, follow these steps:

  1. Go to the Users page by clicking the Clinic Users from the left navigation menu under the Management menu section.

  2. Choose and select the user you’d like to remove from your clinic. There are two options to do this:

    Actions Button

    User Settings

  1. 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.

  2. Enter your password when prompted and click continue.

  3. A second layer of security will appear, asking you to type "permanently delete" and then click the delete button.