Deactivate Provider Account

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Updated: 04/01/2025 | Views: 6593

System Administrators can deactivate a provider so that the provider is no longer available for selection in the list of providers (e.g., appointments, numerous report customizations) when a user logs into the system. All of the data previously entered for a provider remains intact and can be accessed at a later time by reactivating the provider. Once a provider is added to your account, they cannot be deleted from the system.

If you want to deactivate a provider, please make note of the following:

You must have at least one active provider within a practice for it to remain active. If this is the last provider in the practice, then the practice will also be deactivated.
By deactivating this provider, you will not be able to create any new notes or submit new charges. If the practice is on the Plus or Complete subscription level, the provider’s appointments will no longer appear on the appointment calendars and you will not be able to run reports on the deactivated provider.
You will not be refunded a pro-rated subscription fee for a partial month.

Submit Deactive Provider Case

Review the Pricing & Billing Policies before submitting a deactivate provider case.

Hover over the User icon and click on Customer Care. The New Case page opens.
Note: To learn more ways to submit a case, review Customer Care Center.
Enter the New Case information.
- User Email Address and Contact Phone: Automatically populates with the user's email address and phone number from their user account. If necessary, edit the primary contact information for this case.
- Category: Select Invoicing from the drop-down menu.
- Issue: Select Change My Account Details from the drop-down menu.
- Issue Detail: Select Remove a Service / Provider / Location from the drop-down menu.
- Subject: Enter the subject for the case.
- Description: To prevent delay, include all of the following details.
  - Provider's name and user login email address
  - Module(s) to deactivate: Billing, Clinical, Engage, and/or Telehealth
- Preferred Contact Method: By default, Email is selected. If applicable, select a different option.
Click Create Case when finished. A confirmation message displays and the case is sent to the Customer Care team. The progress of the case can be tracked under the Case List tab.

Once the provider's module subscriptions have been canceled, the user account can be locked through the User Settings page.