Making a provider or user inactive

If you have a provider or user leaving your practice, it is advisable to follow a few housekeeping steps to keep your appointment book tidy and your data safe from unauthorised persons.

We would advise marking users as inactive rather than deleting them from EXACT, this is to ensure the links to any previous user activity (transactions, appointments and charting audit trails) can remain on the system.

Due to the different tasks both user and providers perform, there are different processes for the two.

• Providers
• Users
• Reactivating an inactive user or provider

Providers

Before you do this you will need to make sure that all appointments have been moved across and any treatment claims have been completed. The steps to perform this can be found here: Transfer Patients and/or Appointments to a New Provider (Search and Change).

1. Marking the provider as inactive, open File - Providers.
2. Select the provider by clicking on the Select a Provider button.
3. Highlight the provider then click OK.
4. Tick the Inactive checkbox and click Save.
   

Users

1. Go to Configure - User Settings.
2. Select the user by clicking on the Select a user button.
3. Highlight the provider then click OK.
4. Tick the Inactive checkbox and click Save.

Reactivating an inactive user or provider

If a user/provider has returned to the practice or was incorrectly made inactive, the steps below, outline how to make them active again.

• Provider
• User

Provider

These are the reverse of the steps above, we would strongly recommend checking the provider tabs to ensure the information saved in the Appointments, Wait List and any other tabs is correct then you will need to add the provider column to the appointment book.

User