Setting Up Providers and Staff

Deleting Providers or Staff

A provider or staff member record can be deleted from the Providers/Staff Search window only if the following conditions are met:

• The provider is not assigned to patients and has not performed any functions in the software.

• The staff member has not created any records or performed any function in the software.

If you attempt to delete a provider or staff member who has created a record in the software, a message is displayed, stating that the person cannot be deleted. In this case, you can deactivate the provider or staff member.

To delete providers or staff members who have never created a record in the software:

1. Select Tables > Practice > Providers/Staff Members. The Providers/Staff Search window is displayed.

2. Click Display All. The providers and staff members are displayed on the left side of the Provider/Staff Search window.

3. Select the record you want to delete.

4. Click Delete. A message is displayed asking you to confirm the action. Click Yes.