Changing a Provider's Username
A provider's username can be amended using functionality in the Provider record in EXACT.
Updating the Username of a Provider
When the need arises to change the username of a provider, you can use the Change Username functionality in the provider settings.
⚠️Note: This process requires all users to be logged out of EXACT. Please ensure this is the case before continuing with these instructions.
- Go to File - Providers - View Providers.
- Select the required provider at the top of the window.
- Click the Change Username option.
⚠️Note: Depending on your region, your system may display images differently within this article.
- Read and confirm you are happy with all the provided information before proceeding with this change.
- Complete the fields as required, including the new username and name (if this is changing).
- Add any regional-specific information.
- Click OK to proceed.
Additional Information
💡Tip: The original provider username will be made inactive but will still exist, this is for historical treatment that contains the original username.
⚠️Note: From EXACT V24.106: Personal/performer numbers and prior approval tier limits are copied to the new username.
⚠️Note: From EXACT V24.109: If the original username was assigned to a room, the new username will be assigned to the room.
Comments
2 comments
Would you still have to run 2 Allocated Payment Reports for both the old and new name to ensure commissions paid out are correct?
Hi Jess Fauchelle, as with any username change where there may be a crossover it would be advisable to run the report for both usernames, you can select them both on the same report by using the Multiple providers option.
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