If a user no longer works or practices at a location, you can remove them so that they can no longer create appointments at that location. Depending on their access level, removing a user may also remove their ability to see a location’s practice or financial information.
Note
When you remove a user from a location, they are deactivated only for that particular location. If they are leaving your practice group, you can deactivate the user at a group level.
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Click Personal > Locations.
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Under the relevant location, next to the name of the user, click the
bin icon.
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Select your removal type:
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Archive: Deactivate the user from the location but retain their access to view their own records.
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Block: Deactivate the user and remove their access to all records at this location. Clinic Restriction must be selected in their access level settings.
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Delete: Remove the user from the location completely. You can only delete a user if they have no associated records (such as appointments or invoices) at the location. Deleting a user from a location cannot be undone.
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Click Archive / Block / Delete.
Tip
Archiving and blocking a user can be undone. To do this: click the undo icon next to their name and select Unarchive or Unblock.
Note
If a practitioner has seen a patient at a location, you can only archive them from a location, but not delete them.
Updated