Remove someone from a location in a few clicks.
When a practitioner or administrator no longer works at a location, remove them so they cannot create appointments there. Depending on their access level, this can also remove their view of that location's practice and financial information.
Note
Removing someone affects one location only. If they are leaving your practice group, deactivate them at practice group level instead.
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Three removal types. You decide how much they keep seeing, from their own records only to nothing at all.
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Undo where it matters. Changed your mind? You can reverse an archive or a block.
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Click Personal > Locations.
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Under the location, next to their name, click the
bin icon.
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Select your removal type:
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Archive: Deactivates them at the location but lets them view their own records.
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Block: Deactivates them and removes their access to all records at this location. You must tick Clinic Restriction in their access level settings first.
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Delete: Removes them from the location completely. You can delete them only if they have no records at the location, such as appointments or invoices. This cannot be undone.
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Click Archive, Block or Delete.
Tip
To undo an archive or block, click the undo icon next to their name and select Unarchive or Unblock.
If a practitioner has seen a patient at a location, you can only archive them from that location.
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