Removing a Practitioner

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