Setting Up Providers and Staff

Deactivating Providers and Reassigning Patients

Use the Provider Activation and Assignment Utility to perform these tasks:

• Reassign patients from one active provider to another active provider, leaving the FROM Provider active.

• Activate a provider and deactivate another at the same time without incurring a licensing issue when the maximum number of active providers has been reached. Patients can be reassigned, or not, at the same time.

• Deactivate a provider without reassigning patients. If the TO provider is already active, he remains active and the FROM provider is deactivated.

To change the active status of a provider and reassign patients:

1. Select Utilities > Provider Activation/Assignment. The Provider Activation and Assignment Utility window is displayed.

2. Under Deactivate Provider and Reassign Patients, use the drop-down list to select a provider. The number of patients assigned to this provider is displayed.

3. Select the options that apply to the selected provider:

• Deactivate this provider

• Reassign this provider's patients

4. Under Activate Provider and Assign Patients, use the drop-down list to select a provider to receive the other provider's patients. The number of patients assigned to this provider is displayed.

5. Click Process. A message is displayed summarizing the actions that are about to take place.

6. Confirm that reassignment described in the message is what you intended, and click Yes to continue the action.

7. You can also activate or deactivate providers using the Active checkbox on the Provider/Staff Data Entry window. Select Tables> Practice> Providers/Staff Members, and select the provider whose status you want to change.