Create a case to remove or replace a provider from your practice. Allow a minimum of three business days to process the request.
| Required Action | Result If the Action Isn't Done before Removing the Provider |
|---|---|
| All claims for the outgoing provider must be submitted in bulk or individually. | The practice can't work on outstanding claims. |
| Any staff members under the existing provider must be moved to another provider. | The staff member can't log in to the system. |
| All future appointments under the existing provider must be changed to another provider. For more information, refer to Creating a Report for Upcoming Appointments. | Appointments are removed from the calendar. |
| If the existing provider is the primary provider for any office, another provider must be selected as the primary provider for that office. | The practice can't complete this action. |
| All clinical notes for the existing provider are signed and locked. | The practice can't lock the notes of the removed provider. |
| Providers must have the share patients permission turned on or you must manually move the outgoing provider's patients to another provider if the practice still needs to access them. | The practice can no longer access the patient list of the removed provider. |
| The new provider must resend the OnPatient invitation to the patient. | Patient OnPatient accounts with the previous provider are deactivated. |
All clinical/billing information input by all providers at the practice will always be accessible via the specific patient chart. This information is never deleted.