Contact your account manager to remove or replace a provider from the practice.
You can set this up several weeks in advance, but 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. 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 the outgoing provider's patients. | 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.