If an employee leaves your practice, here are some steps you can follow. If using the , do not hide or delete any employees until payroll has been processed.
- Employee List: Mark the employee as hidden.
- Security Overview: Mark the user as hidden. Users cannot be hidden if they have the Security Admin permission.
- Schedule Setup: Remove the employee from the daily schedule. Use the Copy Day/Copy Week feature to change future days as needed.
- Task Lists and User Inboxes: Employee task lists can be renamed or reassigned to a new user. To remove it as a To Task List option, right click on the list, click Edit Properties, then set the Object Type as None.
If a provider (doctor or hygienist) is leaving, there are additional steps to follow.
- Operatory Setup: If the provider is assigned to an operatory, change the provider, or select none.
- Provider List:
- Move the provider's patients to a different provider.
- Mark the provider as hidden. This will remove the provider as a selection option for appointments and procedures, and it will delete any future schedule for the provider.
- Manually remove the provider from future appointments (you will need to select a different provider) or use the Update Provs on Future Appts Tool to reassign all appointments for a specific operatory to the scheduled provider.