You cannot delete a practitioner once a charge has been made against their name (even if you reverse the charge). This is due to auditing purposes as we do not want you to simply remove a practitioner and potentially lose years worth of financial data.
You can de-activate the Practitioner so they do not continue to appear on the Appointment Book.
1. Rebook All Future Appointments for Practitioner
- Click Management Tab
- Click Appointments
- Set Location: n/a
- Set Type: n/a
- Set Booked: last day worked until January 1, 2020
- Set Appointment Practitioner: <practitioner>
- Click GO
- Edit every appointment such that they are with another practitioner
2. Mark Practitioner as Inactive
- Click System Setup Tab
- Click Organization
- Click Resources
- Select <Resource Type>
- Edit <Resource>
- Uncheck Active
- Click OK
3. Remove Practitioner from Appointment Book
Note: this step will need to be done by all users that access InnoCare Software
- Click Appointment Book Tab
- Click Now Viewing... (Top middle of screen, gear symbol)
- Click Revert to Clinic Defaults
- Click OK
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